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物管股尾盤拉昇,融創服務漲超13%世茂服務漲超7%

12月30日訊,港股物管股尾盤快速拉昇,截至發稿,佳兆業美好漲超14%,融創服務漲超13%,世茂服務漲7.58%,合景悠活漲超6%,碧桂園服務漲超2%。

消息面上,部分房企陸續在出售相關物管公司股權,未來不排除還有更多物管企業被出售股權。

申港證券認爲,物企股權遭出售原因主要爲緩解房企債務危機,而並非其基本面發生了變化。出售物管公司股權反哺地產雖爲房企的慣用手段,但從另一角度而言,目前物企高確定性現金流的屬性未變,物企作爲房企旗下的優質資產,更易找到買家,而出售物企股份,從長遠來看反而推升了物企的獨立性。

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