港股異動 | 物管股走強 融創服務(1516.HK)漲5%領漲
格隆匯7月14日丨物管股走強,融創服務(1516.HK)漲5%領漲,遠洋服務漲超3%,新城悦服務漲超2%,金科服務、永升生活服務等紛紛上漲。融創服務今早公佈,預期今年上半年公司擁有人應占溢利同比增長超過140%,主要是由於管理規模增加帶來收入增加,同時盈利能力提升。摩通日前發研報指,預期中期業績的盈喜潮將帶動板塊投資情緒。 該行指出,目前物管股估值相當於未來12個月預測市盈率約31倍,相信股價近期有15%至20%上升空間,市盈率可升至介乎37至38倍。摩通預測,行業上半年利潤平均按年增長57%,估計監測的15家物管商中有11家會發盈喜,近期首選為永升生活服務及金科服務,另看好世茂服務及融創服務。

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