Market Brief

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Author

鄭錦華先生 (John Cheng)
助理經理

畢業於嶺南大學市場學系, 現任職輝立助理經理, 對投資股票、期權經驗豐富。 本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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萬物雲空間科技服務股份有限公司 - H股 (2602)

Friday, January 6, 2023 Views14803

2602  萬物雲空間科技服務股份有限公司  ONEWO INC.

 

團業務

集團於2022年9月由萬科企業(02202)分拆上市,主要在中國提供物業管理服務及相關服務,業務分類為社區空間居住消費服務、商企和城市空間綜合服務,以及AIoT(人工智能物聯網)及BPaaS(業務流程即服務)解決方案服務。

 

業務回顧

截至2022年6月止半年度,集團營業額增長38﹒2%至142﹒43億元(人民幣;下同),股東應佔溢利增加16﹒6%至8﹒73億元。期內,集團業務概況如下:

(一)整體毛利增長26%至21﹒27億元,毛利率下跌1﹒4個百分點至14﹒9%;

(二)社區空間居住消費服務:營業額上升35%至72﹒7億元,毛利上升18﹒4%至10﹒16億元;截至2022年6月30日,集團共有3035個住宅物業在管項目,增長31﹒8%;有4096個住宅物業合約項目,增長33﹒5%

 

展望未來

公司率先布局商企服务蓝海,旗下“万物梁行”是国内唯一与国际五大行之一合资成立的商企服务品牌,双方资源禀赋协同互补,品牌红利有望持续释放。

 

建議買入價: 50.00

目標價: 60.00

止蝕價: 45.00

 

註:本人鄭錦華為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

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