《大行報告》美銀證券上調碧桂園服務(06098.HK)目標價至55元 仍為行業首選
美銀證券發表報告指,碧桂園服務(06098.HK)全購城市縱橫後,相信可以透過強勁管理面積增長、增值服務、「三供一業」政策及城市服務的支持下,持續錄得增長。該行料碧桂園服務2019年至2022年收入複合增長率可達38%,帶動期間核心每股盈利複合增長率達到33%,當中亦涉及收購活動等協同效應。
該行上調碧桂園服務2021年及2022年每股盈利預測8%至12%,以反映相關收購及更多管理面積。目標價相應自43元上調至55元,評級維持「買入」,續為行業首選。(vi/u) ~
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