奥园健康(03662.HK)看好下半年增长深圳建「先行示范区」利好大湾区
奥园健康(03662.HK)主席郭梓宁出席业绩发布会时表示,现时公司有收并购项目在洽谈,当中一部分是依赖母公司地产开发板块在并购地产项目的同时,一并洽谈其他项目的物业管理及商业营运,虽然并无并购相关项目,但对方知道公司有较好条件,所以洽谈时亦较易顺道拓展至物业及商管。
他又相信下半年有地产板块发展快,加上项目销售一般下半年推出比上半年多,所以案场收入会相应增加,而一些已销售项目会在下半年交楼并移交物管,故料下半年增长将有保证。另外针对中央支持深圳建「先行示范区」,他认为对深圳及大湾区均属利好,强调奥园?根大湾区不变,并正在加大深圳的拓展力度。
首席财务官徐晓东表示,期望公司各个板块毛行率都能维持行内较高水平,相信全年来看毛利率会较2018年有所提升。在派息方面他预期将维持原定40%派息比率的政策,另外公司在物业管理及大健康方面均有并购项目在洽谈,期望下半年会有成绩。
执行董事陶宇指出,期望全年物业管理分部管理面积可增长50%,并有信心可达到目标,除依靠母公司外亦将继续透过收并购、招投标等推动规模增长。而在商业营运方面,公司上半年有3项目开业,维持全年共10个开业项目的目标。
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