幻水 personal page - To The Moon

幻水

充满希望的等待

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2020-10-28

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@FinMelon:火過頭的物業股，已經開始自燃了！

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QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","text":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","images":[{"img":"https://static.tigerbbs.com/9a2fb03d6833295c6324478fe7167021","width":"688","height":"1489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301390992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}