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里昂:升佳兆業美好(2168.HK)目標價至26.1港元 評級“買入”
格隆匯 11-13 11:26
里昂發表報告指,佳兆業美好(2168.HK) 將增長重點轉移至非住宅項目,重點於公共建設之管理,由於深圳對私人物業管理公司放寬,並相信有關做法將延伸至全中國。該行預計,至2021年佳兆業美好非住宅物業之管理面積佔比,將自2018年的11.1%提升至33.5%。
該行還預計,佳兆業美好本年至今業務增長勢頭強勁,正面發展趨勢將延續至今明兩年,調升今年核心盈測0.2%,2020年及2021年核心盈測亦分別提升3%及4.9%,目標價相應自19.8港元上調至26.1港元,評級維持“ 買入 ”。

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