物管股走強,新城悦服務(1755.HK)大漲10%
格隆匯8月23日丨物管股走強,新城悦服務(1755.HK)大漲10%,世茂服務漲近7%,碧桂園服務漲超5%,融創服務、奧園健康、中海物業等紛紛上漲。

近日,多家物管企業公佈中期業績,其中,新城悦服務中期純利同比大增51.6%,在管面積達1.22億平方米,毛利率上升0.8個百分點至30.6%;奧園健康中期核心淨利潤同比增長70.4%,物業管理服務收入大增101.6%。
摩通最新發研報指,新城悦服務上半年核心淨利潤按年增長64%,比該行估計高出13%,很好地實現管理2021財年按年增長超過50%的指引;將目標價由33港元調低至29港元,評級”增持“。
花旗曾指,物管股經超賣後出現加倉機會,認為行業盈利年複合增長率可達45%,明年預測市盈率23倍,反映在增長中具有價值,可候回調時買進。
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