新股首日 | 融創服務一掃物業股IPO陰霾,漲幅擴大逾20%,一手賬面賺逾2000港元
uSMART盈立智投11月19日消息,上市首日,融創服務以發行價平開,橫盤半個小時左右,開始直線拉昇模式,午後漲幅進一步擴大,截至15:00分,融創服務漲超20%,最高觸及14.18港元,不計手續費,一手賬面最高賺2580港元。
次新物業股金科服務亦漲超7%,卓越商企服務漲近6%,合景悠活漲超4%。
uSMART在昨日《暗盤前瞻》中指出,融創服務上市後也將躋身物管龍頭陣營,而且相較金科服務偏西南地區龍頭來說,更加符合全國性龍頭的範疇。在龍頭地產公司中,融創的物業公司規模是最小的,意味着未來增速會更加高,融創服務過去3年收入和利潤年複合增長率59.5%、150.7%,也說明瞭這一點。背靠土儲面積充足的融創中國,以及收購開元物業帶來的盈利空間和外拓能力的提升,都是未來確定性業績的保障。
以中間價11.6港元定價後,上市市值爲348億港元,在港股已上市的物業股中排名第四,次於碧桂園服務(1285億)、雅生活服務(471億)、世茂服務(375億),對應PE(TTM)約63倍,綜合投行預測,2020/2021年PE分別約55/25倍。
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