物管股整固後再升 永升生活(01995.HK)及恒大服务(06666.HK)续涨12%及10%屡破顶
内地日前发布物管业经营权限将获逐涉放宽後,券商普遍对行业有正面看法,其中里昂认为对物管服务收费有正面影响,花旗也指,内地物管股将得益於管理费上涨、市场份额扩大及规模扩张,未来几年内地顶级物管公司可能实现快速利润增长。
物管股继前日急涨,昨天部分回吐整固後,今天普遍再度抽升,尤其是斥逾4.3亿人民币收购广西壮族自治区物业管理服务--彰泰服务65%股权的永升生活服务(01995.HK)连续第三天创上市新高,最高见23.25元,现造22.75元,续涨12%,成交1,110万股。摩通认为,永升生活收购彰泰服务65%股权估值约2020年预测市盈率11倍尚算合理,具有增值作用,将其目标价由19元升至22.5元及予「增持」,评级,以反映并购为盈利带来影响。
料去年多赚1.8倍的恒大物业(06666.HK)股价连续第二天创上市新高,最高见9.88元,现造9.71元,续升10%,成交增至1.22亿股,涉资逾11.56亿元。
获里昂视为行业首选之一的碧桂园服务(06098.HK)继昨天整固後,今天再创纪录高,最高见62,现造61.85元,回升6.3%,成交已有1,350万股。
同获里昂视为行业首选之一的半新股金科服务(09666.HK)连续第三天创纪录高,最高见83.9元,现造82.7元,续升3.9%。此外,里昂认为股价超卖可博反弹的中海物业(02669.HK)扭转昨天回软势,股价高见5.25元,创近两个月高,现造5.17元,回升6.8%。
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