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《大行報告》里昂大幅下調碧服(06098.HK)目標價至18.3元 評級「買入」
阿思達克 03-30 11:04
里昂發表研究報告指出,碧桂園服務(06098.HK)去年業績略好於盈警預期,且派發特別息,令市場驚喜。至於公司去年很多目標未達標,管理層將重點調整至具質量的自然增長上,並目標今年收入及純利均達至雙位數的增長,相信在足夠的緩衝下,不需要進一步減值。 該行對碧服今明兩年的盈利預測各下調29.1%及37.7%,以反映增長放緩及毛利率受壓。更將其目標價由46.5元大幅削減至18.3元,但基於公司估值低,維持其「買入」評級。
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