港股異動 | 雅生活服務漲逾5%續創新高 併購戰略獲大行看好
格隆匯10月2日丨雅生活服務(3319.HK)今日低開高走,盤中高見19.08港元,續創上市新高。現報19.06港元,漲5.42%,暫成交7662萬港元,最新總市值254億港元。雅生活服務上週五(27日)盤後發公告稱,南京紫竹及青島華仁已經達成截至2018年12月31日的經營目標。此前亦公佈附屬擬以人民幣15.6億元收購中民物業60%股權及不超過5億元收購新中民物業60%股權。高盛今日發研報指,繼續認為雅生活服務的低估值並未反映公司長遠快速增長。公司併購戰略近年已被多次證明,並有更多證據證明管理層採取了積極措施,不僅可以擴大規模,而且可以改善其收入結構和協同潛力。預期公司估值折讓將收窄,重申“買入”評級,目標價由21.8港元升至25港元。
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