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港股異動 | 物管股普漲 寶龍商業(9909.HK)升超7%再創新高
格隆匯 04-23 10:29
格隆匯4月23日丨港股物管股全線拉昇,寶龍商業漲超7%再度刷新歷史新高價,市值超200億港元;建業新生活、永升生活服務、銀城生活服務均漲超2%。大摩發表研究報吿,指物管行業中期展望變得更為正面,因具政策支持,加上城市服務以及新的收購機會,預期2020至23年盈利可達到年均複合增長率45%。該行首選碧桂園服務、融創服務、綠城服務;中信證券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,看好物管龍頭。另外,恆生指數公司日前推出恆生物業服務及管理指數,佳兆業美好、正榮服務等多股入選。

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