港股異動 | 物管股繼續走強 融創服務(1516.HK)漲超5%
格隆匯7月15日丨物管股繼續走強,中海物業、融創服務漲超5%,碧桂園服務、雅生活服務漲超2%。融創服務昨日公佈,預期上半年純利同比增超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。摩通近日發研報指,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。富瑞亦曾指,預期內地的物業管理公司整體將錄得強勁的中期業績,盈利平均增長超過60%,並預計7月中將出現另一波的盈喜,建議投資者在潛在盈喜前增持相關股份。

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