《大行报告》高盛上调雅生活(03319.HK)目标价至20.7元中海物业(02669.HK)目标价升至5.1元
高盛发表研究报告,指长远而言,写字楼物业管理公司盈利能力将跑羸住宅物业管理,行业中,雅生活(03319.HK)及中海物业(02669.HK)於写字楼物业管理范筹的覆盖大幅跑赢同业。
该行指雅生活是行内其中一间拥有最大非住宅物业管理覆盖的公司,在两间发展商母企的支持下,该行对公司长期增长潜力持正面看法,给予「买入」评级,目标价由18.3元升至20.7元。
此外,中海物业近年来充分利用中海外(00688.HK)於写字楼开发及营运的领导地位,积极利用其中国海外商业管理品牌进入写字楼物业管理市场。於2018年底,公司非住宅物业管理项目已达870万平方米,该行相信在中海外支持下,公司写字楼物业管理业务将蓬勃发展,给予该股「中性」评级,目标价由4元升至5.1元。
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