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《大行》華泰證券降碧服(06098.HK)目標價至7.1元 評級「增持」
阿思達克 08-29 15:55
華泰證券發表研究報告指,碧桂園服務(06098.HK)上半年收入按年增10%,純利跌31%,核心淨利潤降15%。公司的收入增速高於預期,惟核心淨利潤低於預期。該行認為公司的股息率具吸引力,但仍需時觀察利潤端和現金流的表現。 該行表示,考慮到碧桂園服務「三供一業」業務擴張,而利潤端受壓的經營情況,各自調整2025至27年每股盈測至各0.81元人民幣,目標價由7.89港元下調至7.1港元,續予「增持」評級。
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