《大行报告》摩通上调物管股目标价 建议公布业绩前买入
摩根大通发表研究报告,在物管股经过两个月的区间波动交易後,此板块已准备好在业绩期再次反弹,建议在中期业绩公布前买入,并上调物管股目标价(见另表)。该行预期行业在上半年录33%盈利增长,较2020财年的44%增长预测为慢,主要是受到疫情影响。然而,该行相信确保达成全年目标的方针仍会带动市场预期。
在短期内,该行看好在以下三项催化剂下拥有最少两项旳企业,包括有公布正面盈利预告;并购;以及纳入南向通。大型股首选是碧桂园服务(06098.HK)、中型股首选新城悦服务(01755.HK)及永升生活服务(01995.HK)。小型股则首选建业新生活(09983.HK)及时代邻里(09928.HK)。
新城悦服务、永升生活服务、建业新生活及时代邻里为该行首次覆盖的中小型物管股,均给予「增持」投资评级,相信此四只股份将获重估,并料它们均会发盈喜。
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