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《大行報告》匯豐研究升碧桂園服務(06098.HK)目標價至91元 料未來迎多項機會
阿思達克 05-26 14:31
匯豐環球研究發表的報告指,碧桂園服務(06098.HK)於5月25日宣布配售1.39億股,每股配售價75.25元,較24日收市價折讓6%,淨籌104.24億元,股份相當於擴大後股本的4.4%。另外公司宣布發行50.38億港元的可換股債券,假如轉換相當於擴大後股本的1.65%,其每股轉換價97.83元較24日的收市價溢價22%。該行指出配股及可換股債券獲超額認購,而股價表現亦理想,相信意味市場對公司有信心,過去數月公司亦有透過潛在的併購交易進一步改善其平台,相信碧桂園服務將維持行業領導地位,並為該行的首選。

該行指出,碧桂園服務配股及發行可換股債券所得將用於現有及潛在併購,公司正努力建立多元化管理平台,包括商業物管、資產管理、城市服務等,並靠併購進一步擴張,相關分部均有助鞏固公司市場領導地位,並提供長遠增長機遇。

匯豐環球研究稱,將碧桂園服務目標價由82元升至91元,維持「買入」評級,看好併購活動加快及新的商業業務板塊前景,將公司2021/22年盈利預測分別升4%及14%,以反映併購步伐加快。(el/w) ~

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