港股異動 | 物管股普漲 永升生活服務(1995.HK)漲超5%
格隆匯11月13日丨物管股普漲,永升生活服務(1995.HK)漲超5%,寶龍商業漲超4%,保利物業、雅生活服務漲超3%。大摩最新發研報認為,內地物管行業基本面穩健,今年盈利有望增長50%,大部分大型內房合約銷售今年可保守增長約10%,將推動旗下物管商管理總建築面積增長約20%,加上物管股對母企依賴不斷降低,相信影響不大。該行預期明年初可陸續見到物管股年度盈喜消息,在市場分化下傾向大型高質量股份,首選碧桂園服務及永升生活服務。麥格理亦重申對內地物管行業的正面看法,相信行業股份近期出現的回調提供了良好買入機會。

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