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《大行報告》美銀證券上調合景泰富(01813.HK)目標價至13.7元 評級「中性」
阿思達克 06-26 10:27
美銀證券發表研究報告指,合景泰富(01813.HK)已就分拆物業管理業務合景悠活遞交主板上市申請,預期通過分拆可釋放價值,但利好消息有部分已反映在股價之上。

報告指,物管同業現價估值高企,相信合景泰富分拆可釋放價值,因此將目標價由12.4元提升至13.7元。

但該行指,早在今年3月業績會上管理層已透露有分拆計劃,因此利好因素早已浮現,考慮到如果今年全年合約銷售要錄得增長,剩餘時間內約28%增幅才可達標,銷售面臨壓力,加上租金回升步伐緩慢,或導致投資物業重估收益減少,重申對其「中性」評級。

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