《大行报告》瑞银降永升生活服务(01995.HK)评级至「中性」 目标价上调至25.3元
瑞银发表研究报告,由於今年来相对同行有较强劲的股价表现,将永升生活服务(01995.HK)的投资评级由「买入」调低至「中性」,但仍对公司的基本面维持正面看法,尤其是其竞争优势及第三方合同招标的良好记录。
该行指,十个部委在上月5日联合发布有关物业管理的支持性政策,带动整个板块单日上涨15%至20%。而公司还宣布收购彰泰股务,标志着其打入广西省市场,进一步推动股价上涨15%。将其目标价由原来的20.5元上调至25.3元,以反映这项并购提升其竞争优势。
然而,该行相信公司今年来股价累升39.8%及目前估值相当於2022年预测市盈率35.3倍,已完全反映政府政策的正面情绪,及其第三方业务较同业的优势。
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