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《大行報告》高盛重申籲買碧桂園服務(06098.HK) 料增長可持續加強
碧桂園服務(06098.HK)早前公布旗下附屬已同意以不超過100億元人民幣收購富力地產(02777.HK)關連方富力物業服務的物管服務業務。高盛發表報告指,該行估計,該收購會為碧桂園服務今年淨利潤預測帶來11%增長,收入預測會增加15%,總在管面積預測增加14%。該行認為收購事項有助碧桂園服務鞏固在先進城市的佈局,亦看好該公司行業領導地位帶來的快速增長,對該公司維持「買入」評級,目標價89元。 高盛表示,碧桂園服務未來持續增長動力,視乎收購能否如承諾般達到豐富業務組合,物管服務毛利率改善進度,以及社區增值服務貢獻。
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