多家大行看好建業新生活(9983.HK) 目標價最高至13.8港元
格隆匯10月27日丨近日,多家大行發研報看好建業新生活(9983.HK)。其中,建銀國際指出,建業新生活能夠很好地應對來自新興物管公司日益激烈的競爭以及房地產開發的放緩,這主要歸因於公司獨特的商業模式。該行重申其為物管公司首選,維持“優於大市”評級及目標價13.8港元。工銀國際亦認為建業新生活與第三方開發商簽約的面積比例保持上升趨勢,顯示公司拓展第三方物業的執行能力有所提升。重申其表現優於大盤,目標價上調至11.72港元。此外,法巴晨星表示,房地產業近期的股價表現反映了近期的風險,長期而言相關行業的基本面仍是積極的。建業新生活是中部地區最大的物業管理公司,公司前9月在管面積增長和建業+增速符合全年增長預期,目前的股價水平提供了一個有吸引力的買入機會,予目標價13.2港元。
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