星展发表报告指出，随着市场情绪恢复理性，物管股将追落后，因行业的基本面稳定，且股息率吸引，2024年平均股息率超过4%，某些陷入财困的公司股息率更高达7%，为政策转向提供更安全的替代方案。该行认为，如翻查历史，在过去三个推测的政策转向中，物管股最初的表现亦落后于开发商股，但有关趋势于三个月内逆转。此外，该行指国企华润万象生活(01209.HK) 因其均衡增长及股息前景，仍是该行首选股。至于陷入财困...
Source Link星展发表报告指出，随着市场情绪恢复理性，物管股将追落后，因行业的基本面稳定，且股息率吸引，2024年平均股息率超过4%，某些陷入财困的公司股息率更高达7%，为政策转向提供更安全的替代方案。该行认为，如翻查历史，在过去三个推测的政策转向中，物管股最初的表现亦落后于开发商股，但有关趋势于三个月内逆转。此外，该行指国企华润万象生活(01209.HK) 因其均衡增长及股息前景，仍是该行首选股。至于陷入财困...
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