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野村:予世茂服務、融創服務等物管股買入評級
格隆匯 03-08 16:56

野村發表行業報吿指,中國物管股股價自1月中高峯以來已累跌約38%,主要由於近期市場調整、板塊轉移及未來盈利受壓所拖累;該行在考慮物管股利潤上升潛力、估值吸引力及其他短期催化劑等因素後,認為碧桂園服務(6098.HK)、世茂服務(0873.HK)、融創服務(1516.HK)及雅生活服務(3319.HK)在市場穩定時表現將跑出,均予其買入評級。

野村預期,碧桂園服務未來一年利潤將有10%潛在升幅,主因近期收併購及城市服務收入增長優預期;世茂服務利潤潛在升幅料為5%,因來自第三方合約的指引進取;融創服務料利潤有10%潛在升幅,主要是第三方合約指引進取及社區增值服務將提振投資者情緒;至於雅生活服務則因遭市場下調其潛在利潤預測而令估值持續下跌。

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