You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大和:看好物管板塊 首選碧桂園服務及雅生活服務
格隆匯 01-07 13:03

大和發表行業報吿稱,中國住建部聯同九個地方部門於日前印發物管行業的通知,旨在鼓勵物管公司進一步探索老年護理、家務助理等生活模式的服務,相信長遠將有利物管公司的社區增值服務,並預期會推出更詳細的支持政策,故對板塊保持樂觀看法,首選碧桂園服務(6098.HK)及雅生活服務(3319.HK)。

大和指,該通知向物管公司設定四大指引,包括將城市服務模式整合到社區、優化業主委員會結構、改善物管服務質素及促進互聯網服務平台和生活模式服務等,預期將有更多後續措施和支持政策的細節推出,以鼓勵物管公司進入老年護理等新服務領域;同時,部分城市的管理費亦料有上調空間。

大和續指,自去年下半年起投資者已變得更選擇性及追求更具質素的物管股,故令部分物管公司的股價表現疲弱,惟該行認為部分物管股在未來幾年的增長仍強勁,預期少數物管股於未來數週將會發盈喜,包括碧桂園服務及雅生活服務,並估計兩間公司去年純利增長將逾40%。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account