逆势突围的物管"独立样本",康桥悦生活确定性与成长性兼具

格隆汇
28 Mar

在房地产行业深度调整的背景下,物管行业正经历从"规模红利"向"效率红利"转型。在此背景下,物管股的估值逻辑由过往以规模"马首是瞻",锚定到物企综合经营质素,基于此,中小物企具备了价值重估的机遇。港股市场上,康桥悦生活作为物管"独立"样本,展现出良好的价值成长机遇,不妨透过公司近期公布的财报来看其经营亮点所在。1·财务基础扎实,盈利增长稳健近期,康桥悦生活(02205.HK)交出了一份稳中有进的年度...

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