港股異動 | 物管股走強 世茂服務(0873.HK)漲超3%續創歷史新高
格隆匯6月24日丨物管股繼續走強,世茂服務(0873.HK)漲超3%續創歷史新高,市值超600億港元,該股今年以來已累漲約1.2倍;綠城管理控股漲超7%,恆大物業、時代鄰里、華潤萬象生活均漲超3%。摩通近日發研報指,料內地物管股至8月初將有約20%的股價上升空間,並料在7月期間各物管股將接連公佈盈喜,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間將公佈盈喜,上半年行業平均盈利增長可達57%。物管股板塊中,該行首選世茂服務、金科服務、融創服務及永升生活服務,均由首二十大房地產企業所支持,相信將公佈盈喜或收購,刺激股價向上。該行上調融創服務評級至“增持”,並首予恆大物業“增持”評級。

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