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港股異動 | 保利物業(6049.HK)大跌11.55% 中期純利增27.4%但市場份額增長潛力不足
格隆匯 08-25 14:12
格隆匯8月25日丨保利物業(6049.HK)大跌11.55%,報67港元,本月累計跌幅超17%,總市值370.7億港元。保利物業昨日公告,6月30日止6個月,公司收入36億元人民幣,同比增長27.6%;毛利7.34億元,同比增長10.1%;毛利率20.4%,同比減少3.2個百分點;公司擁有人應占溢利4億元,同比增長27.4%;每股盈利0.72元。摩通發表研報指,保利物業上半年核心盈利同比升8%,遜於預期。上半年若公司撇除政府因應疫情的財政紓緩措施影響,毛利率將進一步跌至13-15%。摩通表示,上半年因部份第三方項目合約到期,合同建築面積按半年下跌,該行預料公司市場份額增長潛力不足。摩通稱,公司自上市以來未有作併購,公開招股所得款項大部分仍未動用。

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