《大行报告》大和上调碧服(06098.HK)目标价至92元 评级「买入」
大和发表研究报告,预期碧桂园服务(06098.HK)今年收入增长指引为按年升50%,并目标获取新管理面积约9,000万平方米,考虑到年初至今在取得第三方项目方面表现较预期理想,估计有机会提升全年增长指引。
该行指,公司目标至2025年收入达到1,000亿元人民币,即2020至2025年年均复合增长率达45%。大和认为,除蓝光嘉宝(02606.HK)外,碧桂园服务亦正寻找更多收购及投资机会,有利未来业务多元化发展,预期将注重拓展社区增值服务。
大和将碧服2021至2023年收入预测上调3%至5%,将目标价由88元上调至92元;因配股及发行可转债,下调每股盈测10%至14%,重申「买入」评级。
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