星展发表研究报告指,ESR(01821.HK) 持续的私有化过程虽然比预期耗用更长时间,但暗示了不应被忽视的折扣价值,即使在利率逐渐改善的环境下,资本伙伴的胃纳仍需要时间恢复。
星展下调对公司今明两年的盈利预测,主因推广费用及基金规模增长的预测被下调,将目标价由17.02元降至14.31元,维持评级“买入”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-24 16:25。)
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