大行评级|美银:中国物管股年初至今累计上涨逾20% 预期估值修复期已结束

格隆汇
Jul 29

美银证券发表研究报告指,中国物管股年初至今股价累计上涨逾20%,预期估值修复期已结束。美银将保利物业的评级从“买入”降至“中性”,中海物业评级从“中性”降至“跑输大市”,目标价分别升至37港元及5.5港元,预期中海物业今年预测股息回报率仅录3.6%,属行业最低;将绿城服务的评级从“跑输大市”升至“中性”,认为其高端品牌符合市场需求分化的趋势,目标价从3.8港元上调至5港元。在该行所评级的中国物管股当中,目前只有华润万象生活获“买入”评级,预期该公司盈利维持双位数增幅,而且派息比率高达100%,股息回报率料达约5%,予目标价44港元。

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