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中金:物管公司配股令股价回调 保利物业(6049.HK)短期受压
格隆汇 06-12 13:31

中金公司发表研究报告指出,多家物业管理公司配股引发同类公司股价短期回调,估计保利物业(6049.HK)和中海物业(2669.HK)短期股价压力相对较大,而中长期首推股份为永升生活服务(1995.HK)和碧桂园服务(6098.HK),其次推荐雅生活服务(3319.HK)、保利物业和中海物业。

报告指出,物业管理板块今年以来升幅可观,估值处高位,短期仍存在回调压力。中金估计,涨幅高、估值抬升快、中期业绩预期相对较弱的公司,将面临回调压力,而近期未配股或融资的保利物业、中海物业、雅生活等由于配股存在技术障碍,短期配股可能性较低。

中金下半年维持看多板块,认为大型物业企业的确定性高速增长有望持续,大部分已上市公司中报盈利增长的稳健兑现和潜在的多家优质新股上市,也会带来股价催化剂。

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