港股异动丨物业管理股表现活跃 汇丰上调内地物管股目标价
格隆汇4月29日丨物业管理股表现活跃,雅生活服务(3319.HK)以近8%的涨幅领涨,滨江服务(3316.HK)和彩生活(1778.HK)分别上涨6.62%和6.47%。汇丰研究发表报告表示,物业管理行业去年业绩表现强劲,促使该行重新评估估值及提升部分物管股的目标倍数0.5至1个标准差。报告补充,市场对物管行业的看法更趋正面,至今已上调今明两年平均盈利预测分别6%及10%,意味着2019至2022年预测盈利年复合增长率达37%。该行相信,政策利好物管行业,且盈利不受疫情影响,推荐雅生活(3319.HK)及碧桂园服务(6098.HK),重申两股“买入”评级,目标价分别上调至51.6港元及38.5港元。
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