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港股異動 | 物管股普漲 華潤萬象生活(1209.HK)漲超5%
格隆匯7月12日丨港股物管股普遍上揚,奧克斯國際飆漲逾25%為最佳,華潤萬象生活升超5%,佳兆業美好、遠洋服務、卓越商企服務、濱江服務均漲超3%。花旗集團日前表示,中國物業管理公司上半年利潤料同比增長53%,而由於地方扶持政策和贏得的項目,花旗也看好他們第三季度的收益。由於管理面積增加使得收入增長49%,社區增值服務同比增長80%-100%,以及“好於預期”的15%的淨利潤率,這些公司有望取得“穩健的”中期業績。花旗稱,該板塊估值為2022年預期收益的30倍。花旗首選股包括世茂服務、金科服務、合景悠活、融創服務、碧桂園服務、華潤萬象生活。

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