《大行報告》瑞信上調碧桂園服務(06098.HK)目標價至95.58元 評級「跑贏大市」
瑞信發表報告指,碧桂園服務(06098.HK)去年純利按年增長61%至27億元人民幣,較該行及市場預期分別高3%及6%。
該行表示,管理層目標於2025年的收入可超過1,150億元人民幣,意味年均複合增長率為50%,並預期在今年至2023年甚至可有更快的增長率。此外,在規模經濟及引入高科技下,管理層指引毛利趨勢會大致穩定。
瑞信上調碧桂園服務股份目標價,由84.31元升至95.58元,評級維持「跑贏大市」,維持行業首選,並調升集團今明兩年盈利預測14%至17%,以反映更快的規模擴張、新業務貢獻,及更高的社區增值服務增長。
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