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《大行報告》摩通料內地物管股不會出現配股潮 首選碧桂園服務(06098.HK)及藍光嘉寶服務(02606.HK)
阿思達克 06-03 10:13
摩根大通發表報告指,綠城服務(02869.HK)在股價創新高時宣布折讓約7%配股,令市場關注會否引發內地物管股大規模配股潮。該行認為不太可能發生,指出大部分企業都有充分淨現金在手,但提醒在手現金較少、股價及市盈率創新高及近期未有併購的企業,若遇上合適收購機會時,或會透過配股集資。

摩通預計,由於缺乏短期催化劑,本月物管行業股價將保持在區間內波動,但是下月中期業績臨近,或會出現反彈。

該行指,年初至今宣布併購的物業股,於七個交易日後相對平均增長11%,因此更傾向揀選近期可能作併購的企業,首選股碧桂園服務(06098.HK)和藍光嘉寶(02606.HK),分別給予目標價39元及72元,評級「增持」。

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