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港股異動 | 物管股普漲 華潤萬象生活(1209.HK)暴漲超41%領漲
格隆匯 12-09 10:22
格隆匯12月9日丨物管股普遍上漲,首日上市的華潤萬象生活暴漲超41%,寶龍商業漲9%,碧桂園服務、永升生活服務、佳兆業美好等紛紛上漲。業內人士稱,新股上市的大漲帶動物管股的活躍氣氛,加上近期板塊表現低迷亦有反彈需求。高盛發佈研究報告稱,雖然預期內地物業管理行業複合年增長率將由2020至2022年的43%,減慢至2021至2023年的31%,但考慮到覆蓋的內地物管公司規模持續增長,預期相關物管股2023年每股盈利平均仍可同比增長24%。報告中稱,主流物管商業務由住宅、商業拓展至政府物業,同時增值服務業務表現強勁,預計收入將更多樣化。重申寶龍商業、碧桂園服務等“買入”評級。

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