中银国际发表研报指,碧桂园服务(06098.HK) 2024财年收入按年增长3.2%,基本符合该行预期;毛利率收窄1.4个百分点至19.1%,较该行预期低0.6个百分点;报表净利润较该行预期低11.3%;扣除股票期权和并购相关无形资产摊销影响后的核心净利润下降22.9%,较该行预期高7.3%。
该行认为,鉴于减值风险降低,因此将碧服2025财年核心每股收益预测上调10.4%,并将目标价上调28.9%至7.44元。考虑到风险降低和估值便宜,维持对该股的“买入”评级,认为公司风险逐渐出清,现金流保持稳健。(js/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 16:25。)
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