You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究:物管股遭過度拋售 基本面仍強勁
匯豐研究發表報告指,中資物管股昨日(26日)平均下挫13%,部分股份更不成比例地出現更大調整,包括世茂服務(00873.HK)跌20%、碧桂園服務(06098.HK)跌17%,及融創服務(01516.HK)跌14%,對比國指則為下跌5%。

該行表示,物管行業股份是次調整是對內地八個政府部門包括住建部公布的新政策的反應,認為多個板塊例如教育及互聯網均出台壓制措施,引起了市場對物管行業的憂慮。不過,該行相信新政策規管物管業行為是相對溫和。

匯豐研究認為是次物管股遭過度拋售,行業基本面仍然強勁,相信新政策的目標是未嚴格遵守規則、較小型的企業。由於行業龍頭已採取審慎的經營指引及行為,預期根本性影響很小。

該行提到,拋售令行業部分股份出現良好的風險回報機會,其中世茂服務、碧桂園服務及融創服務的基本面及增長前景仍然穩固,今次股價是過度調整。而雅生活服務(03319.HK)及綠城服務(02869.HK)由於市場預期已低,料有估值重評可能。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account