《大行報告》瑞銀降永升生活服務(01995.HK)評級至「中性」 目標價上調至25.3元
瑞銀發表研究報告,由於今年來相對同行有較強勁的股價表現,將永升生活服務(01995.HK)的投資評級由「買入」調低至「中性」,但仍對公司的基本面維持正面看法,尤其是其競爭優勢及第三方合同招標的良好記錄。
該行指,十個部委在上月5日聯合發布有關物業管理的支持性政策,帶動整個板塊單日上漲15%至20%。而公司還宣布收購彰泰股務,標誌著其打入廣西省市場,進一步推動股價上漲15%。將其目標價由原來的20.5元上調至25.3元,以反映這項併購提升其競爭優勢。
然而,該行相信公司今年來股價累升39.8%及目前估值相當於2022年預測市盈率35.3倍,已完全反映政府政策的正面情緒,及其第三方業務較同業的優勢。
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