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港股異動 | 內地物業管理股繼續回落 保利物業(6049.HK)跌逾6%
格隆匯 06-08 15:24
格隆匯6月8日丨內地物業管理股繼續回調,保利物業(6049.HK)跌6.11%、時代鄰里(9928.HK)跌5.05%、中海物業(2669.HK)跌4.88%。西南證券指,6月初綠城服務、永升生活服務發佈配股集資公告。物業股配售後,市場擔憂配股潮湧現,引發了物業股的集體回調。股權融資要麼是考慮到潛在的收併購機會較多,要麼是認為估值水平過高,還可能是公司營運出現了一些問題。大部分物業股集中在去年上市,儘管從漲幅和靜態估值水平來看,估值水平偏高。但從總體市值和市佔率指標來看,傾向於不會導致其他物業上市公司紛紛跟進,物業股行情的拐點可能還需要更多的證據和信號。

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