高盛:一举降中海物业(02669.HK)评级至“沽售” 目标价下调至5港元

智通财经
Sep 03
【高盛:一举降中海物业(02669.HK)评级至“沽售” 目标价下调至5港元】智通财经APP获悉,高盛发布研报称,中海物业(02669.HK)凭借更稳定的业务前景及其来自国企母公司中国海外发展(00688.HK)的坚实支持,表现优于同行,但认为其相对于大市表现不佳的原因在于房地产市场持续逆风,这继续拖累物业管理行业的业务前景和估值,以及中海物业自身盈利和盈利增长放缓,加上股东回报增长可见度较低,该行对集团在2025年至2027年纯利预测平均下调11%,以反映收入预测平均降13%,料2025至27年间收入年均复合增长5%,并降2025至27年自由现金流及经营现金流预测平均各16%及13%,其目标价由6.1港元下调至5港元,其评级由“买入”一举降至“沽售”。

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