大和:重申碧桂園服務(6098.HK)“買入”評級 目標價61.2港元
大和發表研究報告指,對碧桂園服務(6098.HK)前景維持樂觀,認為公司在擴展城市服務業務方面相當活躍,預期今年收購的滿國康潔和福建東飛將會向公司貢獻40-50億元人民幣,公司預期上述收購所得公司長遠來看其毛利及純利將會有所提升,維持目標價61.2港元,重申“買入”評級,亦指碧桂園服務為物管板塊其中之一的首選。
大和表示,公司目標維持在2021-2022年收入的年複合增長率逾40%,預期公司未來將持續聚焦在五大業務並從中尋找收購與合併機會,當中包括物業管理業務、增值服務、城市服務、設施管理及資產管理。

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