《大行报告》大摩:物管股中期前景更正面 首选碧服(06098.HK)、融创服务(01516.HK)及绿城服务(02869.HK)
摩根士丹利发表研究报告,指物管行业中期展望变得更为正面,因具政策支持,加上城市服务以及新的收购机会,预期2020至23年盈利可达到年均复合增长率45%。物管公司的关键焦点在於第三方扩张能力、社区增值服务的探索等,而该行的行业首选为碧桂园服务(06098.HK)、融创服务(01516.HK)、绿城服务(02869.HK)。
该行将今年及明年行业平均盈利预期分别升2%及5%,以反映第三方扩张,以及社区增值服务的贡献。
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