港股異動 | 康橋悦生活一度升超8% 機構指當前是配置物管行業的較好時間點
物業管理公司康橋悦生活(2205.HK)今日一度升超8%,現升5%報0.63港元,總市值4.41億港元。光大證券研報指出,2023H1重點物業公司歸母淨利潤增速觸底回升,地產關聯業務影響減弱,同時貿易應收款增速得到控制,減值撥備充分,基礎物管穩健增長,社區增值業務有所恢復,物業公司逐漸褪去“地產屬性”,增厚“服務消費”屬性;美聯儲加息週期終止,房地產信用風險緩釋,物業指數仍處於歷史低位,當前是配置物管行業的較好時間點。

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