里昂发表报告指,尽管保利物业(06049.HK) 核心物业管理业务整体保持韧性,但随着行业项目交付量疲弱,加上销售活动低迷导致非业主增值服务持续承压,增长势头难免趋缓。报告指,由于增值服务表现逊于预期,下调对保利物业2025及2026财年的收入与盈利预测。然而基于10.5倍目标市盈率,低于五年均值0.5个标准差,将目标价由32元上调至36.6元,并基于核心业务的韧性及国企背景带来的防御性优势,维持...
Source Link里昂发表报告指,尽管保利物业(06049.HK) 核心物业管理业务整体保持韧性,但随着行业项目交付量疲弱,加上销售活动低迷导致非业主增值服务持续承压,增长势头难免趋缓。报告指,由于增值服务表现逊于预期,下调对保利物业2025及2026财年的收入与盈利预测。然而基于10.5倍目标市盈率,低于五年均值0.5个标准差,将目标价由32元上调至36.6元,并基于核心业务的韧性及国企背景带来的防御性优势,维持...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.