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大行評級|美銀:內地物業管理板塊首選華潤萬象生活 目標價上調至45港元
美銀證券發表研究報吿指,其覆蓋的內地主要物業管理公司在今年上半年實現8%的收入增長,核心利潤增幅相若。雖然增長速度尚算穩健,但該行認為投資者更關注費用收回及營運現金流狀況。非國有企業在適應行業變化方面更為積極,但策略調整需要時間。華潤萬象生活是美銀在該行業的唯一“買入”推薦,目標價由44港元上調至45港元,仍是該行的行業首選。碧桂園服務盈利狀況仍不穩定,但股息展望較穩定,該行上調目標價至6.3港元,維持“跑輸大市”評級;下調中海物業目標價至5.2港元。
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