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《大行報告》高盛一舉降世茂服務(00873.HK)評級至「沽售」 削目標價至3.6元
高盛發表研究報告,將世茂服務(00873.HK)的評級由「買入」下調至「沽售」,指出公司股價自2021年7月以來表現下挫,反映出市場對其母公司世茂集團(00813.HK)的流動性壓力擔憂加劇。 高盛表示,除非見到世茂的流動性壓力早過預期得到緩解,以及公司第三方業務擴張表現強勁,否則即使內地房地產市場預期未來一年或將溫和復甦,但流動性壓力所帶來的挑戰仍未解決,將繼續阻礙世茂服務的業務擴張。 該行將世茂服務目標價由8元下調至3.6元,2022年預測市盈率從之前的12倍下調至8倍,估計年內併購將減少,同時來自母企的新項目亦會減少。
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