港股異動 | 內地物管股繼續走強 多股再創新高 盈喜及支持政策助力上漲
格隆匯2月13日丨內地物管股繼續走強,濱江服務漲逾7%,奧園健康漲近6%,中海物業、綠城服務漲逾3%。其中,濱江服務、奧園健康、中海物業、綠城服務、雅生活服務、碧桂園服務、新城悦服務等股盤中均再創新高。美銀證券最新發研報指,雖然新冠肺炎疫情爆發,對內地物業管理服務行業的收入造成短期壓力,但主營業務維持穩健,料物管商的盈喜及政策支持有助支撐股價,當中碧桂園服務及綠城服務等龍頭料率先受惠。匯豐研究亦對物管行業的增長前景仍然樂觀,因為大部分收入屬經常性性質。該行預期,投資者應關注物管公司即將發佈的盈喜,並將其視為近期物管股價表現的潛在催化劑。預期更多城市將宣佈針對物管公司的支持政策,維持對行業正面的看法。
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