【1 月 8 日,摩根士丹利发布研究报告称】随关联方影响减小及内房市场触底,预计内地物业管理行业今年将恢复稳定。面对市场扩张竞争加剧,该行偏好有强大市场整合能力、盈利增长明朗和具吸引力股东回报的超额投资机会,青睐华润万象生活及绿城服务。该行还指出,更偏好商场经营者,因其将受益于更好的现金回收和更快的市占率增长,这得益于重新聚焦的租户资源和充足的营销预算吸引客流。大摩预计内地物管行业今年回归正常,...
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