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港股異動 | 物管股普漲 中海物業(2669.HK)升逾5%領漲
格隆匯 11-12 13:09
格隆匯11月12日丨物管股普漲,中海物業(2669.HK)升5.6%領漲,並於盤中觸及4.95港元創上市新高;新城悦、雅生活服務漲逾5%,佳兆業美好、奧園健康漲逾3%,彩生活、碧桂園服務漲逾2%。個股方面,MSCI明晟近日公佈最新半年度檢討結果,環球指數系列之中國指數納入218只股份,並剔除7只股份,獲納入股份包括雅生活服務等。板塊上,野村近日發研報指,喜歡物管公司的可預測性及快速增長的自由現金流(FCF),不過認為行業的長期問題,包括資產管理規模增長放緩及利潤率正常化等,有關問題均不容低估,建議投資者應選擇性揀選股份。首選雅生活服務,認為公司是市場上保持長期資產管理規模等的先行者。此外,中金亦稱,繼續看好物業管理板塊投資機會,首選碧桂園服務和中海物業。
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