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港股異動 | 物管股繼續走強 恆大物業(6666.HK)漲超6%
格隆匯6月28日丨物管股延續6月下旬以來的上漲走勢,時代鄰里(9928.HK)漲超8%,恆大物業(6666.HK)漲超6%,世茂服務盤中續創歷史新高;和泓服務、雅生活服務、合景悠活、融創服務等紛紛跟漲。富瑞近日發研報指,預期內地的物業管理公司整體將錄得強勁的中期業績,盈利平均增長超過60%,並預計7月中將出現另一波的盈喜,建議投資者在潛在盈喜前增持相關股份。摩通亦料內地物管股至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。板塊首選世茂服務、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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