大和:維持碧桂園服務(6098.HK)“買入”評級 升目標價至31.9港元
大和發表研究報告指,碧桂園服務(6098.HK)管理層料下半年純利增長較上半年高,增長強勁,並相信今年會突破7000萬平方米收益總樓面面積增長目標,並預期明年目標為最少8000萬平方米收益總樓面面積的增長,以及收入按年最少增長40%,將目標價由28.7港元上調11%至31.9港元,維持“買入”投資評級。
大和續指,碧桂園服務於“三供一業”的計劃進程大致上符合預期,管理層料將能從相關計劃中獲取9000萬平方米居住用收益總樓面面積,和4000萬平方米供熱總樓面面積,並重申上述業務將能於今年或明年收支平衡。
大和稱,上調今年至2021年的收入預測7-13%,及純利預測8-10%,亦預期明年碧桂園服務於社區增值服務方面會持續擴張,料未來於社區增值服務方面將錄強勁增長。

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