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合景悠活(03913.HK)被納入恆生綜合指數,進入港股通在即
格隆匯 03-01 15:32

2月26日,恆生指數發佈2020年第四季度指數檢討結果,合景悠活(03913.HK)被納入恆生綜合指數,並於2021年3月15日正式生效。

根據上交所、深交所的規則,被納入恆生綜合指數意味着合景悠活即將被納入港股通,屆時境內資金可以通過港股通購買合景悠活的股票。

自2020年10月30日上市,合景悠活發展迅速,三個月內先後公佈對於廣州市潤通物業管理有限公司的收購,及與雪松智聯科技集團有限公司(簡稱“雪松智聯”)簽訂收購協議。並預計在完成對於雪松智聯的收併購以後,合景悠活的在管面積將達到1.2億平方米,比2019年末增長近5倍。

另一方面,合景悠活擁有商業物業管理及運營板塊,該業務因其良好的盈利能力,受到資本市場的青睞。根據大摩出具的合景悠活首次覆蓋報吿顯示,合景泰富集團預計2020-2024年將新增開業16個商場和6個寫字樓,合景悠活將受益於其豐富的商業項目儲備。同時,合景悠活也在積極的進行市場化擴張,疊加第三方輕資產輸出的項目,合景悠活商業板塊的未來增長確定性較強。

在上述因素的共同驅動之下,2021年初至今,合景悠活的股價累計漲幅達到47%以上,在物業管理板塊中表現出眾,可見資本市場對合景悠活的認可。

合景悠活定位為中國領先的全業態智慧服務運營商,服務於住宅、商業、公建等多元業態,多種業態協同發展,促進公司快速增長。此前,合景悠活公佈盈利預喜,2020年淨利潤同比增長70%以上。3月份馬上將進入密集的業績公佈期,期待合景悠活交出亮麗的成績答卷。

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