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港股異動 | 內地物管股延續漲勢 多股再創新高
格隆匯 02-12 12:06
格隆匯2月12日丨內地物管股延續漲勢,截至午間收盤,鑫苑服務(1895.HK)升逾11%領漲,中海物業、佳兆業美好漲逾4%,奧園健康、綠城服務漲逾3%。其中,中海物業、佳兆業美好、綠城服務、新城悦服務、雅生活服務、碧桂園服務、永升生活服務等股盤中均再創新高。匯豐研究最新發報告表示,受新冠肺炎疫情影響,最近深圳、杭州及上海宣佈一些政策,支持包括物業管理行業在內的私營企業,該等利好政策顯示政府的支持立場。該行對物管行業的增長前景仍然樂觀,因為大部分收入屬經常性性質。雅生活昨日公佈盈喜,該行認為該股有望重估,加上可能被納入恆生小型股指數和港股通之內。該行預期,投資者應關注物管公司即將發佈的盈喜,並將其視為近期物管股價表現的潛在催化劑。預期更多城市將宣佈針對物管公司的支持政策,維持對行業正面的看法。
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