Two Good Buys in Property Management
Finance Ashley Man Finance Ashley Man

Two Good Buys in Property Management

As governments around the globe try to ease lockdown measures, stock markets have fluctuated because of uncertainty. However, some Chinese property management giants listed in HKEX have seen their stocks skyrocket to new heights.

How has the industry been able to remain strong despite a market slump? And what companies should investors be looking at?

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哪個新興行業可食正三大科技趨勢?
Finance Ashley Man Finance Ashley Man

哪個新興行業可食正三大科技趨勢?

隨着 5G 改革趨近,相關概念股再度引起關注,熱炒對象基本上圍繞互聯網服務、電訊及半導體等直接聯繫受惠的股票,但原來部分行業也借勢扶搖直上。

其中一個想被忽略的行業,就是物業管理。雖然物管業因其穩定資金流及高透明度而常被視為中長線防守之選,但事實上它正乘着以下三大科技趨勢,不斷進化,有望締造產業升級。

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深入分析︰閱文能否突破重圍?
Finance Ashley Man Finance Ashley Man

深入分析︰閱文能否突破重圍?

閱文正處於重要的轉捩點,成功與否取決於其積極收購擴張的策略是否奏效,架構出完整的IP生態圈,順利將重心由網絡文學轉移至其他增速更高的區塊。同時,另一關鍵將落在作品變現的品質——《鬼吹燈》及《全職高手》等長青作品人氣高漲,備受粉絲肯定,亦象徵更高期望,因此相信未來集團前景將有部分取決於相關技術發展,尤其是手遊技術及視覺特效。

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