加拿大丰业银行最新研报指出,精选地产斥资50亿加元收购第一资本旗下物业的组合交易,虽在短期内会摊薄每股业绩,却为未来估值倍数扩张埋下伏笔。分析师希曼舒·古普塔坦言:"市场当前聚焦于交易导致的4加分运营资金稀释(相当于2027年预期运营资金的3.9%)"。但他话锋一转,强调:"我们认为此次并购将显著提升精选地产的行业地位,有望吸引一批新的投资者关注该标的。"
加拿大丰业银行最新研报指出,精选地产斥资50亿加元收购第一资本旗下物业的组合交易,虽在短期内会摊薄每股业绩,却为未来估值倍数扩张埋下伏笔。分析师希曼舒·古普塔坦言:"市场当前聚焦于交易导致的4加分运营资金稀释(相当于2027年预期运营资金的3.9%)"。但他话锋一转,强调:"我们认为此次并购将显著提升精选地产的行业地位,有望吸引一批新的投资者关注该标的。"
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