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港股異動 | 內地物管股繼續大漲 新城悦(1755.HK)等五股均創上市新高
格隆匯 01-16 15:58
格隆匯1月16日丨內地物管股繼續大漲,和泓服務(6093.HK)漲近11%,新城悦(1755.HK)漲近9%,奧園健康漲逾5%,彩生活、中海物業漲逾3%,其中,新城悦、奧園健康、保利物業、碧桂園服務、濱江服務等五股均創上市新高。高盛最新發研報指,預期2022年內地物業管理與裝修服務公司的每股盈利將分別平均錄28%及16%增長。對其覆蓋的物業管理公司為實現收入來源多元化而所作的持續努力,通過管理不同的資產類型,及提供各種增值服務持正面看法。從長遠來看,可以提高收入增長的可見度。同時,該行預期其覆蓋的物業管理公司在2020年從基本公共服務所得的收入在現階段已平均鎖定接近100%,在投資組合結構轉移、強而有力地執行併購項目、改善提高物管費用的可見度,以及不斷變化的收入組合等背景支持下,其毛利率在2022年之前將會穩定在現水平。
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