CLSA has issued a research report highlighting that Greentown Service (02869) achieved robust growth in core operating profit for 2025, surpassing the company's guidance. This performance was primarily driven by effective cost control and enhanced revenue quality following the divestment of MAG. The report noted that despite a challenging operating environment, the company's credibility and its share option plan provide clearer visibility into profit growth compared to peers. CLSA increased its target price from HK$4.80 to HK$5.50 and reaffirmed its Outperform rating. Since management committed to stringent cost monitoring after the 2022 results, the core operating profit margin has shown continuous improvement from 2023 onward, indicating substantial progress in operational efficiency and strong management credibility. A high dividend payout ratio and ongoing share buybacks further demonstrate the company's firm commitment to enhancing shareholder returns.
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