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港股異動 | 內地物業管理股加速拉昇 佳兆業美好(2168.HK)漲超7%
格隆匯 05-07 14:29
格隆匯5月7日丨內地物業管理股加速拉昇,佳兆業美好(2168.HK)漲7.7%、保利物業(6049.HK)漲4.23%。瑞銀報告指,房地產行業重估將持續,認為市場都看好物管板塊盈利可持續性及增長前景。城市改造將是下一個市場機會,將行業2020-22年盈利預測提高3.5-10%,行業首選仍是碧桂園服務(6098.HK)及雅生活服務(3319.HK),目標價各升至44.2港元及50.7港元。

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