Market Brief

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Author

王富榮先生 (Chris Wong)
助理經理

現任職輝立助理經理,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。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
Phone:
3925 9299

保利物業服務股份有限公司 - H股 (6049)

Wednesday, October 19, 2022 Views6341

保利物業 06049.HK


保利物業 06049.HK 公布截至今年 6 月底止中期業績,營業額 64.49 億元人民幣,按年升 25.2%。

純利 6.28 億元,按年升 28% ; 每股盈利 1.14 元。不派息。

期內,物業管理服務收入按年增 25.8% 至 39.55 億元;非業主增值服務收入按年增 35.4% 至 10.92 億元;

及社區增值服務收入按年增 16.6% 至 14.02 億元。


大摩指出,物管股目前歷史低谷,明年預測市盈率 7.9 倍,2021 至 2024 年的盈利年複合增長率為 16%。

股價短期內可能會受壓,因為盈利仍在調整中,住房市場下行的連帶影響仍是需要關注的關鍵因素。

惟長期仍看好物管行業,因為商業模式的防守性未改變,相信在房地產市場穩定後,

仍能實現良好的增長,偏好具國企背景的物管股。


風聲鶴淚之下,市場資金明顯投國企物管股一票,當行業淘汰整合完成後,業務相信更歸邊於其身上,

而保利物業 06049.HK 持續保持理想增長,為其中一不俗選擇。



買賣策略

收集 $36-39  目標 $50   止蝕 $34.5



本人王富榮為證監會持牌人士。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證券的所有相關財務權益。 

 

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