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《大行报告》里昂上调碧桂园服务(06098.HK)目标价至98.7元 行业首选之一
阿思达克 06-01 16:02
里昂发表研究报告指,碧桂园服务(06098.HK)上月宣布配股及发行可换股债券,虽然去年底止公司在手净现金流达到151亿元人民币,但考虑到收购蓝光嘉宝服务(02606.HK)涉资约90亿元人民币,另计去年的投资及并购,因此该行认为今次筹集资金属意料中事。

该行指出,碧桂园服务积极透过并购拓展物业及商业管理等业务,并有计划对超过10家物管公司进行投资,继续将其列为行业首选之一。

里昂将其今年核心盈利预测上调约2.4%,并将2022至2023年预测上调约1.7%及1.2%,基於2022年预测市盈率约40倍,将目标价由94.9元升至98.7元,重申「买入」评级。

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