港股异动 | 华润万象生活(01209)涨近3% 首五月同店销售增长仍保持强劲 大摩料管理层有望上调增长指引

智通财经
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智通财经APP获悉,华润万象生活(01209)涨近3%,截至发稿,涨2.53%,报40.6港元,成交额7052.98万港元。

大摩发布研报指出,相信华润万象生活的股价于未来30天将会上升,概率约为70%至80%。报告解释指,华润万象生活的购物商场5月的同店销售增长达到高个位数,再次超出市场预期,而今年首五个月的同店销售增长则仍保持强劲,达高个位数。大摩相信,连同6至9月的低基数,可能会令华润万象生活的管理层上调同店销售增长指引,为今年盈利带来上行空间。

美银证券此前表示,去年中国物管行业的现金水平持续上升6%,目前平均占其市场份额的50%。现金的累积可能使行业在市场低迷时相对更具防守性,但这亦表明物管公司缺乏投资机会。如果该行业的自由现金流保持稳健,该行认为行业可透过进行新投资、进一步提高股东回报及潜在私有化机会来调配资金。

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