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《大行報告》摩通看好內地物管股有短線上升空間 首選世茂服務(00873.HK)、金科服務(09666.HK)、融創服務(01516.HK)及永升生活服務(01995.HK)
摩通發表報告,料內地物管股至8月初將有約20%的股價上升空間,指在逾兩個月的窄幅上落後,料在7月期間各物管股將接連公布盈喜,推動板塊股價上升。該行預計,於其追蹤的15間物管公司中,有10間將公布盈喜,上半年行業平均盈利增長可達57%。

該行建議於未來一個月沽內房股同時買入物管股,建議沽碧桂園(02007.HK)、萬科(02202.HK)、富力(02777.HK)及金茂(00817.HK),料相關公司邊際利潤表現或遜預期,物管股方面則建議投資者沽綠城服務(02869.HK)及中海物業(02669.HK),料其短期內公布盈喜或收購的機會較低。

物管股板塊中,該行首選世茂服務(00873.HK)、金科服務(09666.HK)、融創服務(01516.HK)及永升生活服務(01995.HK),全部均由首二十大房地產企業所支持,相信將公布盈喜或收購,刺激股價向上,其中上調融創服務評級自「中性」升級至「增持」。該行同時首予恆大物業(06666.HK)評級「增持」。該行對物管股的最新評級及目標價詳見另表。

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