奧園健康(03662.HK)看好下半年增長深圳建「先行示範區」利好大灣區
奧園健康(03662.HK)主席郭梓寧出席業績發布會時表示,現時公司有收併購項目在洽談,當中一部分是依賴母公司地產開發板塊在併購地產項目的同時,一併洽談其他項目的物業管理及商業營運,雖然並無併購相關項目,但對方知道公司有較好條件,所以洽談時亦較易順道拓展至物業及商管。
他又相信下半年有地產板塊發展快,加上項目銷售一般下半年推出比上半年多,所以案場收入會相應增加,而一些已銷售項目會在下半年交樓並移交物管,故料下半年增長將有保證。另外針對中央支持深圳建「先行示範區」,他認為對深圳及大灣區均屬利好,強調奧園紮根大灣區不變,並正在加大深圳的拓展力度。
首席財務官徐曉東表示,期望公司各個板塊毛行率都能維持行內較高水平,相信全年來看毛利率會較2018年有所提升。在派息方面他預期將維持原定40%派息比率的政策,另外公司在物業管理及大健康方面均有併購項目在洽談,期望下半年會有成績。
執行董事陶宇指出,期望全年物業管理分部管理面積可增長50%,並有信心可達到目標,除依靠母公司外亦將繼續透過收併購、招投標等推動規模增長。而在商業營運方面,公司上半年有3項目開業,維持全年共10個開業項目的目標。
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