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港股異動 | 物管股逆市普漲 多股再創新高
格隆匯 02-18 13:56
格隆匯2月18日丨物管股逆市普漲,佳兆業美好(2168.HK)漲逾6%,濱江服務漲逾4%,永升生活服務、奧園健康漲逾3%。其中,佳兆業美好、濱江服務、永升生活服務、奧園健康、中海物業盤中均再創新高。濱江服務昨日盤後發盈喜公告稱,預期2019年淨利同比增長超50%。此前新城悦服務、雅生活服務亦發盈喜預期2019年股東應占利潤同比大幅增長。富瑞日前發研報指,內地物業管理板塊的股價由年初至今升約30%,但預計物管板塊在未來兩年的強勁增長後,盈利將放慢至20%-30%,建議投資者等待更好的入市時機。富瑞表示,物管板塊現時的昂貴估值並不持久,因為大部分物管公司的盈利增長將會放緩,主要由於大型公司的競爭增加及利潤受壓。大部分物管公司已公佈盈喜,短期內未見額外催化劑刺激板塊,但認為該板塊的投資情緒仍會高漲數個星期。
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