美银证券发表报告，预期内地物业管理股受惠任何房市刺激政策，但短期或欠缺行业的催化剂。另一方面，该行认为管理费收取及定价压力或构成长期隐忧。撇除碧服(06098.HK) ，该板块估值相当于预测今年市盈率11倍，对比未来10%盈利增长及逾4%的2024年预测股息率。基于行业整体增长放缓，该行偏好基本因素稳固及股东回报政策较友好的股份，因而维持对保利物业(06049.HK) 及华润万象生活(01209....
Source Link美银证券发表报告，预期内地物业管理股受惠任何房市刺激政策，但短期或欠缺行业的催化剂。另一方面，该行认为管理费收取及定价压力或构成长期隐忧。撇除碧服(06098.HK) ，该板块估值相当于预测今年市盈率11倍，对比未来10%盈利增长及逾4%的2024年预测股息率。基于行业整体增长放缓，该行偏好基本因素稳固及股东回报政策较友好的股份，因而维持对保利物业(06049.HK) 及华润万象生活(01209....
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