高盛发表研究报告指,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海外(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...
Source Link高盛发表研究报告指,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海外(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...
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