大行评级丨美银:上调华润万象生活目标价至50港元,看好零售复苏及物管业务改善

中金财经
Yesterday

  美银证券发表研报,将华润万象生活的目标价由46港元上调至50港元,重申“买入”评级。零售业务方面,该行认为今年同店销售增长超过10%及整体零售销售增长超过15%的能见度有所提升。物业管理业务方面,该行现预期一线城市楼价将在2026年下半年大致回稳,缓解住户增值服务、费用收取及服务定价的压力。该行轻微上调华润万象生活的2026至2027财年盈利预测,以反映增值服务业务的不利因素减少;继续看好华润万象生活,因其租户销售增长高于平均水平,且为中国消费进一步回稳的受惠者。   

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10