《大行》花旗升華潤萬象生活(01209.HK)目標價至48.5元 續予「買入」評級
花旗發表研究報告指,華潤萬象生活(01209.HK)昨(27日)股價下跌,是反映投資者對公司收入及經營現金流的憂慮。該行注意到,公司收入受到物業管理改革的影響,而商業增長穩定。另外,現金流受到逾期應收賬款的回收較少的拖累,但回收率仍然良好,而公司亦對全年度現金流超過利潤逾一倍充滿信心。
該行維持華潤萬象生活今年盈利增長15%的預測,並料2026及27年各年分別增長約10%。考慮到5%的股息收益率,維持其「買入」評級,目標價由40元上調至48.5元。
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