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港股异动|物管股普涨个股利好大行唱多
格隆汇 07-11 10:13
格隆汇7月11日丨物管股普涨。雅生活服务(3319.HK)升近9%领涨,中奥到家涨逾7%,新城悦服务、永升生活服务、奥园健康涨逾6%,彩生活、佳兆业物业、碧桂园服务等纷纷上涨。近日,物管股个股利好不断。雅生活服务预计上半年纯利同比增逾50%;永升生活服务预期上半年纯利同比增超90%;新城悦昨日获董事及管理层增持101.4万股,称目前生产经营正常。中信证券发表研报指,存量社区养护的难题已经引起了社会广泛关注,而未来制度改革的破局,则可能推动物业管理行业进一步走向市场化。瑞银亦发研报首次覆盖中国物管业,看好行业长期增长以及轻资产的商业模式,提高对行业预测EPS2018-2021年复合增长率至26%。
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