大和:雅生活服務(3319.HK)高層重組符合戰略 評級“買入”
大和總研發表研究報告指,雅生活服務(3319.HK)公佈黃奉潮辭任總裁及首席執行官職位,由現任常務副總裁、首席財務官及聯席公司祕書李大龍升任為總裁及首席執行官。大和認為,本次管理層重組符合其優化和精簡公司結構和運營的戰略,而李大龍在資本市場、收購合併及收購後整合的經驗豐富,相信能協助雅生活服務進一步發展。
大和表示,自去年9月份已對雅生活服務進行了重新評估,主要由於其股價一直處於低於行業水平平均估值的水平,加上公司在去年9月底公佈重大收購後,投資者對其擴張更由信心。該行指,該行收購在今年3月份已完成,料會在今年貢獻收入,預期雅生活服務今年淨利潤增長達52%。
而雅生活服務在3月份被納入恆生綜合指數成分股及南向通,該行預期會繼續增加投資者對公司的興趣。該行予其“買入”投資評級。

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