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野村:物管板塊長期估值吸引 看好碧桂園服務(6098.HK)等三股
格隆匯 01-08 12:58

野村發表研究報吿指,早前隨着中國住房和城鄉建設部發表有關改善及加強住宅管理的公吿後,物管股板塊股價普遍上升15%,但認為當中提及的新政策(如改善物業管理費用機制)對物管板塊2021年及2022年的盈利預測影響有限,而物管股板塊市盈率達31倍,就長期增長潛力而言,認為估值吸引。予碧桂園服務(6098.HK)、雅生活(3319.HK)、寶龍商業(9909.HK)買入評級,目標價分別為61港元、57港元、30.5港元。

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