小摩：维持中海物业(02669)“增持”评级 目标价9港元
小摩发布报告称，维持中海物业(02669)“增持”评级，主要股东中海外集团是首十位国营房企，具有强劲支持，加上管理层更加积极管理利润率趋势，竞投第三方项目亦更加进取，相信三年盈利复合年增长率超过20%，估值吸引，目标价9港元。
报告中称，公司终止以9.5亿元向同系公司中国建筑兴业(00830)收购通信工程咨询业务，该行表示，承认错误，等于改正一半(A fault confessed is half redressed)，相信消息对股价利好，因为有关决定反映管理层愿意聆听投资者的声音并修正错误。以宝龙商业(09909)为例，2022年6月宣布终止向母公司宝龙地产(01238)收购上海物业后，单日股价大升8%，因此预期中海物业股价也有正面反应。
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