物管股普升 绿城服务(02869)涨超6% 机构指民企物业历史包袱消散 高分红可持续

金吾财讯
14 Mar

金吾财讯 | 物管股普升,绿城服务(02869)涨6.57%,荣万家(02146)涨4.35%,雅居投资控股(08426)涨4.00%,中骏商管(00606)涨3.64%,远洋服务(06677)涨3.28%,世茂服务(00873)涨3.09%,卓越商企服务(06989)涨3.03%,朗诗绿色生活(01965)涨2.29%,碧桂园服务(06098)涨2.20%。中信证券认为,困扰民企物业服务公司的历史问题已经消散,企业的分红普遍具备很强吸引力,现金资产具备安全边际。而且,绝大多数民企物业服务公司经营性现金持续净流入,高分红是完全可持续的。和2024年秋天不同,当前物业服务板块可能的催化剂,并不是地产领域信用的好转(当然地产信用也是平稳的),而是即将公布的2024年年报有望兑现可持续的高分红,以及长期稳健发展的愿景。该行推荐当前头部民营物业服务企业。

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