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《大行報告》大摩料碧桂園服務(06098.HK)上半年經調整盈利增逾50% 評級「增持」
阿思達克 07-13 10:14
摩根士丹利發表報告,預計碧桂園服務(06098.HK)今年上半年業績穩健,調整後淨利潤增長超過50%,毛利率略有下降。

該行預計,碧桂園服務上半年度收入同比增長約70%,儘管受到廣東省新冠疫情的一些影響,但物業管理、社區增值服務和城市服務仍然強勁。至於毛利率預計將從去年上半年的37.2%的基礎上略有下降,原因是缺乏政府補貼和社會保險的減少,以及整合毛利率較低的城市服務業務。而調整後的淨利潤按年料增長超過50%,高於之前預計的42%,並符合全年盈利增長50%以上的目標。評級爲「增持」,目標價101.35元。

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