里昂:調整物管股目標價,看好中海物業、保利物業等股
里昂發表研究報吿,指出在憧憬政策放寬的預期下,物業管理股年初至今表現跑贏,如塵埃落定,相信可觸發進一步的估值重評,而非國企物管股短期內或迎來強勁反彈。
該行指出,物管股去年業績的三大風險包括持續關聯交易放緩;關聯方應收賬款增加;削減中期目標,該行認為雅生活服務(3319.HK)、佳兆業美好(2168.HK)、融創服務(1516.HK)及新城悦服務(1755.HK)的風險最高。
里昂偏好具有更高增長確定性和可持續性的物管股,首選碧桂園服務(6098.HK)、中海物業(2669.HK)、華潤萬象生活(1209.HK)、綠城服務(2869.HK)及保利物業(6049.HK)。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.