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摩通:政策利好強調物管股防禦性 盈喜推動進一步重評
格隆匯 02-11 12:07

摩通發佈報告稱,在過去數天,深圳及杭州相繼向物業管理公司提供補貼,該行相信會有更多城市仿效類似措施,但認為補貼只能大致抵銷開支,對盈利影響輕微。不過,相信這些政策推出意味物業管理公司盈利的防守性,並有望推動行業進一步調整評級。另外,在未來數週的盈喜公佈下,亦有望帶來支持。

該行首選碧桂園服務(6098.HK)及雅生活服務(3319.HK),評級均為“增持”,相信兩家公司都有機會發出盈喜,而後者更有機會在本月被納入恆生綜合指數及納入南向通交易。

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