港股異動 | 物管股大跌 融創服務(1516.HK)跌逾16%
格隆匯7月26日丨物管股大跌,世茂服務跌逾24%,融創服務跌逾16%,碧桂園服務、時代鄰里、遠洋服務均跌逾14%。大摩最新發研報指,下調對內地物管股行業看法由原來“吸引”降至“符預期”,因料缺乏短期催化劑,以及內房行業去槓桿化和流動性前景,繼續影響市場情緒。該行估計內地物管股今年上半年純利平均增長60%,但認為相關因素料已反映在股價之上。美銀證券亦指,隨着內地物管股即將公佈中期業績,市場將持續作價值重估,但預期在眾多潛在負面因素下,中期業績將是“驚多於喜”,對於物管商是否可達成進取的增長目標存疑。該行預期有部分物管商上半年毛利率下跌,加上增值服務業務發展受制於內地消費復甦較預期慢,料仍會對股價造成影響。

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