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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
Ge Long Hui· 2026-03-18 02:53
Core Viewpoint - Bank of America Securities has raised the target price for China Resources Mixc Lifestyle from HKD 46 to HKD 50, maintaining a "Buy" rating [1] Retail Business - The bank expects same-store sales growth to exceed 10% this year, with overall retail sales growth anticipated to surpass 15% [1] Property Management Business - The bank now predicts that housing prices in first-tier cities will stabilize around the second half of 2026, alleviating pressure on value-added services, fee collection, and service pricing [1] - A slight upward adjustment has been made to the profit forecast for China Resources Mixc Lifestyle for the fiscal years 2026 to 2027, reflecting a reduction in adverse factors related to value-added services [1] Overall Outlook - The bank remains optimistic about China Resources Mixc Lifestyle due to its tenant sales growth being above average and its position as a beneficiary of the further stabilization of Chinese consumer spending [1]