《大行報告》瑞信下調碧桂園服務(06098.HK)目標價至90.17元 評級「跑贏大市」
瑞信發表報告指,碧桂園服務(06098.HK)上半年核心盈利按年增長61%至21億元人民幣,符合該行及市場預期,上半年業績表現穩健,主要是受到具韌性的收入增長所支持,雖然毛利因政府補貼終止而下跌。
瑞信下調碧桂園服務股份目標價,由95.58元降至90.17元,以反映股數增加,評級則維持「跑贏大市」,並為該行物管行業首選。瑞信同時調升集團今年至2023年盈利預測1%至2%。
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