瑞銀:予雅生活(3319.HK)“買入”評級 目標價40.2港元
瑞銀髮表研報指,恆指公司將公佈最新季度指數檢討,基於自由流通市值及交易量,預期雅生活(3319.HK)
很可能獲納入恆生綜合中型股、小型股指數以及港股通名單。而翻查資料顯示,碧桂園服務(6098.HK)
2018年9月獲納入港股通,隨後十個交易日股價即累積上升16%,而在8月10日宣佈納入的消息後,其股價也在二十個交易日跑嬴同業約25%。
瑞銀認為,雅生活現時估值估值將較同業更具吸引力,其2021年預測市盈率為18.4倍,2019至2021年每股收益複合增長率為36%,對比其監測的物管股平均為27.7倍及24%,因此給予雅生活“
買入
”評級,目標價40.2港元。
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