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大和:升碧桂園服務(6098.HK)目標價至28.7港元 評級“買入”
格隆匯 10-28 13:54
大和發表報告,上調碧桂園服務(6098.HK) 目標價,由25.1港元上調至28.7港元,維持“ 買入 ”評級。該行亦上調公司今年至2021年收入預測2%至9%,亦上調期內純利預測2%至6%,以反映該行上調其“三供一業” 計劃收入,以及收費管理面積預測。
大和指出,碧桂園服務潛在項目強勁,意味盈利具高能見度。公司目標今年增加7000萬平方米的收費管理面積,當中4500萬至5000萬平方米來自碧桂園(2007.HK) ,其餘來自第三方項目及併購。公司上半年及7月已新增3500萬及1700萬平方米收費管理面積,相信可望超越年度目標。
該行又指,碧桂園服務上半年在“ 三供一業 ”計劃中開始獲得收入,至今已簽署中石油七成物業管理合約,涉及9000萬平方米住宅收費管理面積,並預期2021年開始盈利。公司亦計劃管理中石油在礦區商用及工業用物業,與及長遠提供增值服務。

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