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港股異動 | 小型物業股集體強勢,和泓服務升超26%,鑫苑服務升超16%

uSMART友信智投8月6日消息,週四港股,內地物業股集體強勢,午後升幅進一步擴大,小型物業股領升,頭部物業股則表現疲弱。截至13:14分,和泓服務升超26%,鑫苑服務升超16%,燁星集團、興業物聯均升超11%,藍光嘉寶服務升超9%,綠城服務、濱江服務、銀城生活服務、金融街物業均升超6%。

uSMART友信智投在週一的《友智內參--市場風險收益比高,業績期機會多多》中指出,物業板塊龍頭公司雖然比較貴,但是一些二三線的物業公司卻很有性價比,尤其是近期的一些路演表明這些被“遺忘”的物業公司,可能會有一波快速的補升機會,比如金融街物業(1502)。

 

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