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港股異動 | 物管股持續走低 摩通料內地物管行業短期疲軟
格隆匯 04-09 13:59
格隆匯4月9日丨物管股午後跌幅進一步擴大,綠城服務(2869.HK)跌逾8%,碧桂園服務、恆大物業跌逾7%,中海物業、融創服務、雅生活服務等跌逾5%。摩通最新發研報指,內地物管服務板塊本年至今累升49%,同期國指僅升3%,考慮次季沒重大催化劑,料行業短期走疲,對板塊持審慎看法。報吿稱,對行業中期看法仍正面,受惠基本面穩固、具強勁增長(2020至2023年盈利年均複合增長料43%)及政策利好。在潛在鎖定利潤後,料次季行業將區間波動,在6月底或迎來升浪,源於投資者或提前部署中期業績。

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