第一上海:维持华润万象生活(01209.HK)“买入”评级 目标价48.5港元

智通财经
Sep 10
【第一上海:维持华润万象生活(01209.HK)“买入”评级 目标价48.5港元】智通财经APP获悉,第一上海发布研报称,维持华润万象生活(01209.HK)“买入”评级,预计2025年-2027年的归母净利润分别为40.0亿元、46.0亿元及52.6亿元,目标价48.5港元。期内公司收购“华润通”,整合会员资源,跑通投入产出的商业闭环,第二增长曲线初步孵化,为公司跨业态赋能引流。依托华润集团及华润置地、物管和商管的全业态覆盖和业态间协同的三大优势,公司的龙头地位不断稳固,带动长期稳步发展。同时,公司积极回馈股东,派息率逐年提升,连续两年派息率达100%。

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