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《大行報告》裏昂:物管股首選雅生活(03319.HK)、碧桂園服務(06098.HK)、中海物業(02669.HK)、旭輝永升服務(01995.HK)、綠城服務(02869.HK)及融創服務(01516.HK)
裏昂發表研究報告,指物管股近日因內地房地產發展商流動性風險及全國內房銷售減慢而被沽售,當中認爲中海物業(02669.HK)風險最低,因其與發展商關連性較低。 該行指,在內地房地產發展商收緊流動性的情況下,物管行業仍有三大利好因素,包括有更多併購機會、高質素的物管服務、以及對銷售中心管理服務的需求更大,繼續建議投資者聚焦在具持續高增長潛力的股份,首選雅生活服務(03319.HK)、碧桂園服務(06098.HK)、中海物業、旭輝永升服務(01995.HK)、綠城服務(02869.HK)、融創服務(01516.HK)。
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