Workflow
大摩:料华润万象生活(01209)股价未来30日内有逾80%机会上升
Zhi Tong Cai Jing·2025-08-29 08:25

Core Viewpoint - Morgan Stanley predicts that China Resources Mixc Lifestyle (01209) has over an 80% chance of stock price increase within the next 30 days, citing recent adjustments have made the short-term valuation more attractive [2] Group 1: Stock Performance and Valuation - Morgan Stanley gives a "Buy" rating with a target price of HKD 42.49 [2] - The stock price has recently adjusted, leading to a more appealing short-term valuation [2] Group 2: Cash Flow and Dividend Outlook - Despite investor concerns regarding cash collection, Morgan Stanley notes that the current cash collection rates across all business segments have improved [2] - The management expects to achieve an operating cash flow to net profit ratio of approximately 1x for the year, supported by proactive collection measures [2] - The company is anticipated to maintain a 100% dividend payout ratio, providing a dividend yield of 5% to 6% from 2025 to 2027 due to ample cash reserves [2]