瑞银上调9间内房及物管股目标价,主要基于中央政治局会议提出稳住楼市,近期政策宽松及降息带来的行业价值重估。该行对开发商股份维持“中性”看法,认为市场已完全反映政策刺激,并预期对实体楼市刺激作用将在今年减少。该行给予更主动收购土地的开发商较高预测市盈率。该行对物管股大致维持“中性”看法,基于楼市下行放慢管理面积扩张,以及宏观疲弱与消费降级导致利润率受压。该行对多只物管股给予较高市盈率,其中...
Source Link瑞银上调9间内房及物管股目标价,主要基于中央政治局会议提出稳住楼市,近期政策宽松及降息带来的行业价值重估。该行对开发商股份维持“中性”看法,认为市场已完全反映政策刺激,并预期对实体楼市刺激作用将在今年减少。该行给予更主动收购土地的开发商较高预测市盈率。该行对物管股大致维持“中性”看法,基于楼市下行放慢管理面积扩张,以及宏观疲弱与消费降级导致利润率受压。该行对多只物管股给予较高市盈率,其中...
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