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《大行報告》美銀證券下調保利物業(06049.HK)目標價至70.9元 評級「買入」
阿思達克 03-26 15:36
美銀證券發表報告表示,保利物業(06049.HK)去年度業績大致符預期,惟公司預期未來三年盈利年複合增長率低於30%,則遜預期,拖累公司股價昨日(25日)出現調整。

報告補充,預期保利物業持續錄穩健增長,包括來自母公司的支持;於公共物業管理方面有領導地位且擁有國企背景;以及社區增值業務快速增長等因素所帶動,因此預料其於2020至2023年盈利年複合增長率為28%,早前預測是33%。

該行認為,保利物業估值吸引,早前股價屬過度調整,重申其「買入」評級,但基於將其今明兩年每股盈測下調1%至4%,考慮增長前景放緩,目標價由86.2元降18%至70.9元。

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