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富瑞:首次覆蓋六支內地物管股 首選雅生活服務(3319.HK)和新城悦服務(1755.HK)
格隆匯 02-11 15:06

富瑞發佈報告稱,首次覆蓋六支內地物業管理股,看好能夠在母公司的犟力支持下進行擴張和整合的公司,首選雅生活服務(3319.HK)和新城悦服務(1755.HK),認為兩者增長犟勁且估值不錯,初始評級均為“買入”。

該行稱,物業管理市場龐大,但仍在快速擴張且格局分散,2018年前10大公司的佔有率僅11.4%。

該行表示,予雅生活服務的目標價為37.11港元,新城悦服務目標價17.27港元。板塊中其他股票按推薦順序為永升生活服務集團(1995.HK),初始評級“買入”,目標價7.72港元;碧桂園服務(6098.HK)、綠城服務(2869.HK)和中海物業(2669.HK)初始評級均為“持有”,目標價分別為28.89港元、8.1港元和4.57港元。

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