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港股異動 | 物業管理板塊再度大漲 券商指物業板塊已進入最佳配置期
格隆匯 11-07 15:34
格隆匯11月7日丨物業管理板塊再度大漲,時代鄰里暴漲22%,新城悦服務、佳兆業美好、合景悠活、碧桂園服務、旭輝永升服務等多股漲超10%。民生證券指,物業板塊已進入最佳配置期,維持物業管理行業“推薦”評級,公司層面建議關注兩條投資主線:1)穩健型標的:業務具有強確定性、母公司經營穩健、在管面積高增長的優質物企——金茂服務、建發物業、保利物業、中海物業、越秀服務、濱江服務、新希望服務;2)高彈性標的:市場對公司經營可持續性分歧較大、PB低於1的實力物企——旭輝永升服務、碧桂園服務、新城悦服務。

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