中海物業(02669.HK)挫7%曾低見3.61元中績多賺近13%但毛利倒退
中海物業(02669.HK)中績多賺近13%但毛利年降8.5%,該股今天一舉失守100天、10天及20天線(3.88-3.92元),最多急吐10%低見3.61元,現造3.71元,回吐7.9%,成交急增至5,221萬股,為兩年來罕見,涉資逾1.95億元。
中海物業昨天收市後公布,中期純利按年升12.5%至2.48億元,每股盈利7.56仙,中期股息按年增10%至2.2仙。期內,總收益按年升26%至24億元;毛利按年跌8.5%至4.83億元。集團上半年來自物管理服務及增值服務分部毛利率分別由去年25.8%及36.8%,降至16.8%及33.9%。
里昂指,受累於社區增值服務及毛利率表現,中海物業上半年業績遜於市場預期,該行重申中海物業「跑輸大市」評級,目標價降至4.1元,以反映下調公司未來三年盈測。
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