港股異動 | 內地物業管理股普漲 碧桂園服務漲逾4%領漲
格隆匯10月31日丨內地物業管理股普漲,碧桂園服務(6098.HK)、雅生活服務(3319.HK)漲逾4%,奧園健康(3662.HK)、佳兆業美好(2168.HK)漲逾3%。中金研報指,預計碧桂園服務2019和2020年盈利為14.4億元和18.8億元,同比增長57%和30%;引入2021年盈利預測25.4億元人民幣,同比增長35%。考慮到風險偏好提升和估值切換,上調目標價至30.5港元。中信證券認為,預計2019/2020/2021年,房屋竣工面積分別同比下降2.4%,上升7.0%和上升12.1%,分別達到9.1,9.8和10.9億平米。對於物業管理行業來説,竣工面積的增長意味着在管訂單不斷增加,且行業集中度迅速提升,企業現金流和盈利狀況持續改善。看好板塊長期成長機遇,推薦中海物業、永升生活服務等標的。
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