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《大行報告》高盛將永升生活服務(01995.HK)納入確信買入名單 目標價25元
阿思達克 03-15 14:21
高盛發表研究報告指,永升生活服務(01995.HK)的股價自今年1月高位調整約27%,較其他物管股平均回落17%,幅度更大,令其估值降至與同業相若水平。鑒於永升生活服務的競爭優勢和持續高於同業的盈利質素,認為股價回調幅度不合理,現價提供了吸納良機。

報告指出,物管行業的第三方項目及併購競爭加劇,預期永升生活在第三方項目的資源將有助提升市場份額,同時母企旭輝(00884.HK)亦可為公司未來發展帶來更多支持。

高盛提到,永升生活數字化平台將帶動增值服務發展,預期智能社區業務利潤空間可觀,料成為未來主要增長動力,予目標價25元,重申「買入」評級,並列入確信買入名單。

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