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港股異動 | 物管股普跌 板塊自9月以來已累跌逾17%
格隆匯 10-23 15:43
格隆匯10月23日丨物管股延續跌勢,建業新生活(9983.HK)跌近6%領跌,寶龍商業、碧桂園服務、中海物業均跌逾4%。據悉,今年上半年持續大漲的物管股近期呈現跌勢,自9月初以來已累跌逾17%;近2個月,中海物業、時代鄰里、奧園健康、保利物業均累跌超30%,建業新生活、藍光嘉寶、正榮服務累跌超20%。銀河聯昌最新發研報指,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。該行還稱,考慮到強勁盈利增長,目前價格提供買入機會,看好雅生活服務、寶龍商業和時代鄰里。

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