华润万象生活非凡万象,双轮共进,商管服务龙头业绩腾飞

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06 Feb

公司首次覆盖报告背靠华润,业绩亮眼,物管商管齐发力,给予“买入”评级华润万象生活背靠华润集团,关联方华润置地销售及拿地市占率提升,项目储备优质,同时积极拓展城市空间赛道;商业管理赛道作为行业龙头,在管购物中心及写字楼运营效率提升,盈利能力保持稳健。我们预计2024-2026年归母净利润分别为35.0、41.2、47.2亿元,EPS分别为1.54、1.81、2.07元,当前股价对应PE为17.7、...

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