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港股異動丨碧桂園服務領漲物管股 多家機構唱多
格隆匯 07-07 13:25
格隆匯7月7日丨物管股再度走強,碧桂園服務以近13%的漲幅領漲,鑫苑服務漲超10%。中信證券發表報告指,年初至今物管板塊陸續配售新股和增發股票,料下半年股票新供應仍會明顯超過上半年,加上行業龍頭企業均將登陸資本市場,有助提升市場整體氣氛,但品牌缺乏競爭力、在管面積增長缺乏確定性的中型物管企業,將面臨邊緣化風險。該行看好行業龍頭企業,認為將有顯著的成長空間,當中推薦碧桂園服務、保利物業、綠城服務、中海物業、永升生活服務,均予“買入”評級。野村今日研報稱,碧桂園服務上半年營收同比增長或達到65%,其中物業管理收入增長40%,業主增值服務收入增長110%,以及三供一業(供水、供電、供暖及物管)業務併入或帶來一部分收入貢獻;上半年毛利率則可能增長3個百分點至42%。該行將其目標價由33.6港元上調至46.45港元,維持“買入”評級。

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