《大行报告》汇丰研究升碧桂园服务(06098.HK)目标价至91元 料未来迎多项机会
汇丰环球研究发表的报告指,碧桂园服务(06098.HK)於5月25日宣布配售1.39亿股,每股配售价75.25元,较24日收市价折让6%,净筹104.24亿元,股份相当於扩大後股本的4.4%。另外公司宣布发行50.38亿港元的可换股债券,假如转换相当於扩大後股本的1.65%,其每股转换价97.83元较24日的收市价溢价22%。该行指出配股及可换股债券获超额认购,而股价表现亦理想,相信意味市场对公司有信心,过去数月公司亦有透过潜在的并购交易进一步改善其平台,相信碧桂园服务将维持行业领导地位,并为该行的首选。
该行指出,碧桂园服务配股及发行可换股债券所得将用於现有及潜在并购,公司正努力建立多元化管理平台,包括商业物管、资产管理、城市服务等,并靠并购进一步扩张,相关分部均有助巩固公司市场领导地位,并提供长远增长机遇。
汇丰环球研究称,将碧桂园服务目标价由82元升至91元,维持「买入」评级,看好并购活动加快及新的商业业务板块前景,将公司2021/22年盈利预测分别升4%及14%,以反映并购步伐加快。(el/w) ~
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