《大行報告》摩通上調物管股目標價 建議公布業績前買入
摩根大通發表研究報告,在物管股經過兩個月的區間波動交易後,此板塊已準備好在業績期再次反彈,建議在中期業績公布前買入,並上調物管股目標價(見另表)。該行預期行業在上半年錄33%盈利增長,較2020財年的44%增長預測為慢,主要是受到疫情影響。然而,該行相信確保達成全年目標的方針仍會帶動市場預期。
在短期內,該行看好在以下三項催化劑下擁有最少兩項旳企業,包括有公布正面盈利預告;併購;以及納入南向通。大型股首選是碧桂園服務(06098.HK)、中型股首選新城悅服務(01755.HK)及永升生活服務(01995.HK)。小型股則首選建業新生活(09983.HK)及時代鄰里(09928.HK)。
新城悅服務、永升生活服務、建業新生活及時代鄰里為該行首次覆蓋的中小型物管股,均給予「增持」投資評級,相信此四隻股份將獲重估,並料它們均會發盈喜。
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