花旗:升万物云目标价至26.5港元 评级“买入”

新浪港股
27 Mar
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  花旗发布研报称,万物云(02602)去年核心利润同比跌6%至21亿元人民币,大致上符合预期,净现金达140亿元人民币。计及中期息及特别息,全年度总股息每股约1.9元人民币,意味派息比率100%,包括45%特别分派。该行指,将其目标价由23.5港元上调至26.5港元,维持其评级为“买入”。

  该行预料,集团今年利润同比升10%,受惠项目储备、积极的新投标、通过高密度模型来成本控制,以及开发商服务损失减少。在2025年至2027年期间,公司计划增强资产服务、技术采用及IFM能源节省,均大助升级其OnewoTown模型,以扩大经营规模。

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