《大行報告》瑞銀降碧服(06098.HK)及金科服務(09666.HK)評級至「中性」 下調目標價
瑞銀發表報告,將碧桂園服務(06098.HK)和金科智慧服務(09666.HK)評級由「買入」下調至「中性」,並重申對旭輝永升服務(01995.HK)的「中性」評級。該行下調三股目標價,詳見另表。
瑞銀根據4家主要內地房企碧桂園(02007.HK)、萬科(02202.HK)、龍湖(00960.HK)和旭輝(00884.HK)的閒置現金來衡量他們的現金消耗率餘額,指這四家主要內地房企均在2022年上半年產生了負的自由現金流,由於市場對現金流損耗的擔憂,預期相關物管股的估值有下調壓力。
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