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]

摩根士丹利发表技术研报，预计绿城服务股价未来15天将上升，发生机率料介乎70%至80%。对该股评 级"增持"，目标价5.18港元。 报告指，绿城服务上半年业绩稳固，在可比基础上核心溢利按年增长25%，是物业管理板块中增长率最 高的公司之一，主要由于利润率扩张较预期强劲。该行认为业绩证明公司在新管理团队的领导下执行力 强劲，增加了全年盈利增长的能见度，并可能导致市场预测上调。此外，公司亦正按计划扩展15亿元的 新合约。 ...