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中金看好物管板块推荐碧桂园服务(6098.HK)等龙头企业
格隆汇 07-15 10:49

中金公司发研究报告指,物管公司在园区增值服务方面有挖掘空间,同时龙头公司有潜力以较低成本进入其他相关细分领域、拓宽业务范围、增加公司利润,故中金建议今年下半年物业管理板块选增长质量高、盈利确定性强的龙头目标。

中金推荐碧桂园服务(6098.HK)、中海物业(2669.HK)及永升生活服务(1995.HK),预期三家公司上半年盈利按年增速分别达30%,20%及95%,并将其目标价分别上调至22港元,5港元及5.5港元。

中金续指,行业科技赋能进程仍未结束,抢先布局的龙头公司不仅能够进一步节约成本、提高利润,还有望对外输出智慧化解决方案、成为底层平台企业。

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