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《復牌表現》業績強勁碧桂園服務(06098.HK)落實入主藍光嘉寶 股價曾漲近13%破頂
阿思達克 03-23 10:20
去年多賺61%末期股息年增44.5%的碧桂園服務(06098.HK)落實入主藍光嘉寶服務(02606.HK),兩股今早復牌榮辱互見,前者延續之前升勢兼突破2月所創上市高位71.45元,最多急漲12.5%至77.85元,現造72.7元,續升5%,成交778萬股;後者股價由約七個月高位回落至49.1元,接近10天線((48.9元)獲支持,現造50.6元,回吐3.4%,成交133萬股。

碧桂園服務與藍光嘉寶服務聯合公布,碧桂園服務落實向藍光發展(600466.SH)、寧波嘉乾及成都嘉裕收購藍光嘉寶合計71.17%股權,涉及1.26億股H股及75萬股內資股,總代價共計54.32億人民幣。同時,碧桂園服務擬將藍光嘉寶從聯交所除牌。完成後,碧桂園服務須按例提出強制性全面要約,H股每股基礎現金作價51.0571元,較停牌前折讓2.56%,涉資最多26億元。若藍光嘉寶從聯交所除牌決議獲批准且除牌接受條件達成,每股要約價則為54元,較停牌前溢價3.05%,涉資最多約27.68億元。

碧桂園服務昨天收市後公布,去年純利按年升近61%至26.86億元人民幣(下同),每股盈利97.62分,末期股息按年增44.5%至21.87分。期內,總收入按年升近62%至156億元,其中佔總收入比重降至55.2%的物業管理服務收入按年增近50%至86.07億元,毛利率升4.5個百分點至34.6%;社區增值服務收入按年倍增至17.31億元,毛利率約65.1%。瑞信績後升碧桂園服務目標價至95.58元,重申「跑贏大市」評級。

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