港股異動 | 物管股逆勢走強 野村看好 稱物管公司業績可預測性強
格隆匯11月14日丨物管股逆勢走強,其中永升生活服務(1995.HK)漲5.59%領漲,藍光嘉寶服務(2606.HK)漲3.77%。野村本月發佈報告稱,喜歡物管公司的可預測性及快速增長的自由現金流(FCF),不過認為行業的長期問題均不容低估,包括資產管理規模增長放緩及利潤率正常化等。該行表示,中期而言,看到管理區域、資產管理規模、用户擴張的多個推動因素,包括房地產升級完成、政府支持舊改,以及開放物管市場。該行稱,首選雅生活服務(3319.HK),認為公司是市場上保持長期資產管理規模等的先行者。該行又稱,也偏好永升生活服務(1995.HK),稱公司有潛力成為下一個具多方質量增長的推動者。
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