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《大行报告》大摩:碧桂园服务(06098.HK)股价调整为入市良机
阿思达克 11-13 09:40
摩根士丹利发表研究报告指,认为碧桂园服务(06098.HK)股价近期下跌主要为技术调整,基本面仍保持高增长,估值有吸引力,股价调整是投资者入市好时机。

该行表示,内地物管股8月底至11月12日计累积下跌19%,跑输同期升4%的恒生指数,认为主要由於下半年IPO市场火爆,多家大型物业管理商来港上市,例如金科服务(09666.HK)、华润万象生活及恒大服务等,吸引走不少短期资金。

市场对当局「三条红线」存有担忧,大摩认为,内地物管行业基本面稳健,今年盈利有望增长50%,大部分大型内房合约销售今年可保守增长约10%,将推动旗下物管商管理总建筑面积增长约20%,加上物管股对母企依赖不断降低,相信影响不大。

该行预期明年初可陆续见到物管股年度盈喜消息,在市场分化下倾向大型高质量股份,首选碧桂园服务及永升生活服务(01995.HK),分别予目标价64.11及18.7元,评级「增持」。

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