港股異動丨物業管理股普漲 匯豐唱多
格隆匯10月18日丨物業管理股普漲,其中新股藍光嘉寶服務(2606.HK)大漲15%;綠城服務(2869.HK)大漲6.8%,股價創歷史新高;中海物業(2669.hk)漲5.39%。匯豐發佈報告稱,物管板塊基本面仍穩固,預計物管服務滲透率及龍頭物管公司市佔將持續上行勢頭。這將帶領主要物管公司在2019至2020年間盈利年均複合增長達30%,高於不同MSCI板塊的年均複合增長16%水平。此外,增值服務上半年同比增長達44%,帶動總收入同比增長達38%。該行預計投資者將逐漸對板塊持更正面看法,帶動板塊續獲估值重評,板塊預測市盈率已由今年初的15倍上升至約20倍,市場也持續調高其對板塊盈利預測。
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