《大行報告》美銀證券普遍下調物管股目標價 首選碧桂園服務(06098.HK)及中海物業(02669.HK)
美銀證券發表內地物業管理行業報告,繼早前該行下調2021-2023年盈測3%至14%,該行預期行業2021-2024年核心利潤達17%,仍然穩固,但不過部份企業或應下調未來增長目標。基於可預期的增長前景,首選碧桂園服務(06098.HK)及中海物業(02669.HK),而雅生活服務(03319.HK)則是抵買選擇。
該行將碧服目標價由82元調低至65元,評級「買入」;中海物業目標價由8.5元調高至10.3元,評級「買入」;雅生活目標價19元,評級「買入」。(me/u)
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