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《大行报告》高盛升万科(02202.HK)评级至「买入」 目标价35元
阿思达克 05-24 10:04
高盛发表研究报告,升万科企业(02202.HK)评级至「买入」,目标价维持35元。

该行上调长期物业销售预测,以反映中国城镇化速度较预期快、家庭平均人数较少(意味家庭数目更多)、以及流动人口的份额占比较预期高。同时,据报公司正计划分拆物管和物流业务,相信有助提升估值。

该行最新预期全国物业销售在2021至30年,每年平均约为14亿平方米,较此前预测增2亿平方米。

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