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港股異動 | 物管股普漲 機構唱好+恆生指數公司推出恆生物業服務及管理指數
格隆匯 04-19 15:51
格隆匯4月19日丨港股物管股集體上揚,卓越商企服務升近7%領漲,建發物業、第一服務均漲超5%,綠城服務、融創服務、華潤萬象生活等均有漲幅。4月16日,融創服務公吿,公司擬以8億元購買彰泰服務80%的股權。中信證券指出,融創服務購得彰泰服務,顯示併購市場熱度繼續上升。展望未來,由於物業管理權高度分散,可併購標的並不少,且外拓競爭仍不算十分激烈,相信雖然二季度併購仍有升温可能。認為當前物業管理行業的成長,關鍵是拼規模,拼效率,拼品牌,拼滿意度,底層是科技和管理。該行看好物管龍頭,推薦綠城服務、世茂服務、保利物業等。另外,恆生指數公司今日推出恆生物業服務及管理指數,佳兆業美好、正榮服務等入選。

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