《大行報告》匯豐研究:物管股或受惠新一輪上市潮 首選雅生活(03319.HK)及碧桂園服務(06098.HK)
匯豐研究發表報告指,現有上市物管股或受惠於新一輪上市潮,近日市場消息指華潤置地(01109.HK)就分拆物管業務上市聘任保薦人,加止行業增長前景樂觀,相信分拆有助增加投資者對行業的興趣,刺激一眾物管股表現。該行指出,2018年末至2019年新上市的物管股表現跑贏已上市一段時間的同業,以上市至今累積表現計,濱江服務(03316.HK)累升68%,永升生活服務(01995.HK)累升53%,奧園健康(03662.HK)累升50%,保利物業(06049.HK)則升42%,相信近期都在發盈喜的眾多物管股未來走勢仍向好。匯豐研究首選雅生活(03319.HK)及碧桂園服務(06098.HK),同予「買入」評級,指出兩者都具有較強的業務執行能力及吸引的估值。其中雅生活早前獲納入港股通名單,將於3月9日生效,預計南向持股量將上升至6%的平均同業水平,推動中期股價表現;而碧桂園服務則擁有清晰的增長前景,以及母公司碧桂園的支持優勢。
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