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摩根士丹利:下調對內地物管股行業看法至符預期

摩根士丹利發表報告,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%,但認爲相關因素料已反映在股價之上。該行指,看好具質素及獲母企強力支持的股份,該行在行業中首選碧桂園服務(06098.HK)及華潤萬象生活(01209.HK)均予增持評級,因兩公司在住宅及商業樓面方面均有母企強勁的支持。該行下調對世茂服務(00873.HK)及合景悠活(03913.HK)評級,均降至與大市同步。

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