《大行報告》高盛上調雅生活(03319.HK)目標價至20.7元中海物業(02669.HK)目標價升至5.1元
高盛發表研究報告,指長遠而言,寫字樓物業管理公司盈利能力將跑羸住宅物業管理,行業中,雅生活(03319.HK)及中海物業(02669.HK)於寫字樓物業管理範籌的覆蓋大幅跑贏同業。
該行指雅生活是行內其中一間擁有最大非住宅物業管理覆蓋的公司,在兩間發展商母企的支持下,該行對公司長期增長潛力持正面看法,給予「買入」評級,目標價由18.3元升至20.7元。
此外,中海物業近年來充分利用中海外(00688.HK)於寫字樓開發及營運的領導地位,積極利用其中國海外商業管理品牌進入寫字樓物業管理市場。於2018年底,公司非住宅物業管理項目已達870萬平方米,該行相信在中海外支持下,公司寫字樓物業管理業務將蓬勃發展,給予該股「中性」評級,目標價由4元升至5.1元。
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