《大行報告》高盛調整物管股目標價 重申萬物雲(02602.HK)、中海物業(02669.HK)、保利物業(06049.HK)及綠城服務(02869.HK)「買入」評級
高盛發表報告指,於過去一年,該行覆蓋的民營內房物管股經歷了行業前所未見的低迷,以及其附屬發展商的流動性危機。
該行認為,由民營物管商推動的行業整合雖已放緩,但企業的收入增長和毛利率受到影響。由於房地產市場或仍需一年時間才能企穩,物管公司尤其是民營企業,需時從房地產行業周期中恢復。
高盛將國企及民營物管股今年的盈利預測平均下調2%及8%,同時調整物管股目標價(另見表),重申萬物雲(02602.HK)、中海物業(02669.HK)、保利物業(06049.HK)及綠城服務(02869.HK)股份「買入」評級。
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