銀河聯昌:物管股調整提供買入機會 看好雅生活服務(3319.HK)等三股
銀河聯昌發表研究報告指,它所覆蓋的11家物業管理公司股價自8月高位以來平均下跌約31%,但考慮到此類公司將有強勁盈利增長,目前價格提供買入機會,看好雅生活服務(3319.HK)、寶龍商業(9909.HK)和時代鄰里(9928.HK)。
銀河聯昌表示,近期相關股份股價下跌,主要因資金獲利回吐,以及未來將有數家此類公司的IPO且新股估值更低,小型股或增長緩慢的公司可能在短期內股價表現不佳,跑輸大市,雅生活服務當前估值非常有吸引力,寶龍商業在商業地產管理中可獲得較高的費用,而時代鄰里則有更高的利潤年複合增長率。
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