中期業績預告密集來襲!物業公司盈喜後股價怎麼走?
uSMART友信智投7月28日消息,近期,物業公司陸續發佈中期業績預告,截至7月28日港股收市,共有8家物業公司發佈《正面盈利預告》,整體預期上半年淨利潤增長不低於35%-90%。
uSMART友信智投統計8家物業公司盈喜後的首個交易日股價走勢顯示,8隻個股開市全部上升,幅度為2%-14%,不過市中走勢分化:高開低走、沖高回落、高開高走。
下圖為:已發佈中期業績預告的物業公司

下圖為:尚未發佈中期業績預告的物業公司

機構看物業
國泰君安7月28日研報稱,強勁的增長預期與高防禦性預計將支撐上市物業管理公司相對較高的估值。給予物業管理行業"跑贏大市"的投資評級。
申萬宏源(香港)7月20日研報稱,預計物管行業防禦性愈加凸顯,行業基本面維持穩健,政策環境向好發展,同時期待同業在即將到來的中報業績期發佈盈喜和近期恒指季檢成為短期催化劑。維持行業看好評級,並推薦業績增長迅猛且確定性高的公司,包括碧桂園服務和永升生活服務,看好其通過多元管道不斷夯實的市場拓展能力和持續發展的增值服務。
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