《大行報告》美銀證券調整物管股目標價 首選雅生活(03319.HK)及碧桂園服務(06098.HK)
美銀證券發表研究報告指,隨着內地物管股即將公佈中期業績,市場將持續作價值重估,但預期在衆多潛在負面因素下,中期業績將是「驚多於喜」,對於物管商是否可達成進取的增長目標存疑。
該行預期有部分物管商上半年毛利率下跌,加上增值服務業務發展受制於內地消費復甦較預期慢,料仍會對股價造成影響,因此傾向從中揀選優質股份。
美銀首選雅生活(03319.HK)及碧桂園服務(06098.HK),指出雅生活估值吸引,並預期碧桂園服務上半年盈利可增長49%,同予「買入」評級,碧桂園服務目標價維持99元,雅生活目標價由41元上調至45元。
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