You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
富瑞:物管股將迎來盈喜期 首選新城悦服務(1755.HK)
格隆匯 07-09 16:25

富瑞發表研究報告指,中國物業管理公司將逐步發盈喜,預計2020上半年的平均收益將同比增長30-40%,其中新城悦服務(1755.HK),碧桂園服務(6098.HK)和永升生活服務(1995.HK)將以40-60%的增速跑贏大市。該行維持新城悦服務為行業唯一的首選股。

富瑞指,相對而言,預計綠城服務(2869.HK)的業績將疲軟,收入增長10%以上,雅生活服務(3319.HK)和中海物業(2669.HK)的收益增長約為30%。

該行續指,隨着更多潛在的高質量物管公司進行新股集資,例如世茂服務、合景悠活,融創服務和金科智慧服務等,相信該行業的整體估值將逐漸下降至約本益成長比(PEG)的1倍。因此,該行建議投資者不要追隨那些基本面相對較弱或高估值的公司。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account