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《大行报告》美银证券上调合景泰富(01813.HK)目标价至13.7元 评级「中性」
阿思达克 06-26 10:27
美银证券发表研究报告指,合景泰富(01813.HK)已就分拆物业管理业务合景悠活递交主板上市申请,预期通过分拆可释放价值,但利好消息有部分已反映在股价之上。

报告指,物管同业现价估值高企,相信合景泰富分拆可释放价值,因此将目标价由12.4元提升至13.7元。

但该行指,早在今年3月业绩会上管理层已透露有分拆计划,因此利好因素早已浮现,考虑到如果今年全年合约销售要录得增长,剩余时间内约28%增幅才可达标,销售面临压力,加上租金回升步伐缓慢,或导致投资物业重估收益减少,重申对其「中性」评级。

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