港股異動丨新城悦服務(1755.HK)領漲物管股 物業管理IPO高峯帶來的階段性調整料將結束
格隆匯10月29日丨今日物管股普漲,其中新城悦服務(1755.HK)漲超8%領漲,佳兆業美好和浦江中國漲逾5%,行業龍頭碧桂園服務漲4.44%。中信證券近日發佈研報稱,2020年四季度龐大的物管股發行規模,直接誘發了板塊的調整。該行認為,板塊的結構性分化雖然是長期的,優秀公司估值下降卻是暫時的。一些優秀的企業,如今估值已更具吸引力。隨着世茂服務在月底掛牌交易,相信市場恐慌將告一段落,而基本面強勁的個股已經經過一波調整,已迎來更好的投資時點。推薦綠城服務、保利物業、新大正、招商積餘,永升生活服務和碧桂園服務。

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