$保利物业(0604_老虎社区_美港股上老虎 - 老虎社区

$保利物业(06049)$ $中海物业(02669)$ 收盘前卖掉一些前几天买入的仓位，成本又降了一点。中海一直加仓，仓位到了5%以上。今天主要受消息面影响“银行加强对万科的融资支持”。下周迎接物业公司财报披露，看点新签约面积和分红。

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

好一个小赌怡情
03-26
好一个小赌怡情
中海物业跌成这样您怎么看? [捂脸]不知道明天还能不能起来
- gugu回复好一个小赌怡情:
  房地产周期不好预测，不过保利物业和中海相对来受影响比较小。保利物业增速20%，再加上分红率4%，账上现金110亿人民币。中海物业今天跌下来后估值还可以，我晚点把中海物业财报看完，有补充发这里。
- 好一个小赌怡情回复gugu:
  谢谢，您觉得这个行业的周期什么时候能到？
- gugu:
  目前中海市盈率10.6倍，抛却红利的角度，其实还算好。毕竟中海最近拿地积极，新增在管面积有保障的。缺点：手头现金/市值比保利和越秀低，毕竟中海服务当初介绍上市，上市没有融资一分钱，都是这些年辛辛苦苦攒下来的。保利物业融52亿，越秀服务融19.6亿。
- gugu:
  我今天盘中换成越秀服务。股息率太低了，显得估值贵了。最近港股有这个趋势
砖头和花朵
03-12
砖头和花朵
您太厉害了！非常感谢您的经验分享！👏
小虎蛋蛋
03-12
小虎蛋蛋
越来越好
无聊1973
03-12
无聊1973
y

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6

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