港股異動 | 內地物業管理股走強 寶龍商業(9909.HK)漲近5%
格隆匯6月12日丨內地物業管理股走強,寶龍商業(9909.HK)漲4.86%、銀城生活服務(1922.HK)漲4.36%、保利物業(6049.HK)漲2.58%。中金研報指,近期多家物業管理公司配股,引發市場情緒波動,部分投資者獲利了結。展望下半年,維持看多板塊,建議投資人逢低吸納優質個股。認為頭部物業企業的確定性高速增長有望持續,支撐和消化相對估值,而絕對估值也顯示當前股價仍有上行空間。同時下半年板塊存在持續催化劑催化股價表現,具體包括大部分已上市公司中報盈利增長的穩健兑現和潛在的多家優質新股上市。

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