野村:減免社保費料增物管公司純利
野村發表行業報告指,基於新冠肺炎爆發,國務院日前宣佈減免部分企業社保費用,相信物業管理公司可從積極的政策環境中受惠,隨著成本下降,估計今年上半年税後純利可增加介乎1.3%-3.8%,當中永升生活服務(1995.HK)及綠城服務(2869.HK)料有較大影響,因為期內純利增幅料最多。
野村預測,於今年上半年,碧桂園服務(6098.HK)、雅生活服務(3319.HK)、中海物業(2669.HK)、綠城服務及永升生活服務分別可節省成本約1400萬元(人民幣.下同)、700萬元、900萬元、500萬元及300萬元,帶動期內純利分別增加1.7%、1.3%、3.8%、1.9%及3.4%。
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