《复牌表现》业绩强劲碧桂园服务(06098.HK)落实入主蓝光嘉宝 股价曾涨近13%破顶
去年多赚61%末期股息年增44.5%的碧桂园服务(06098.HK)落实入主蓝光嘉宝服务(02606.HK),两股今早复牌荣辱互见,前者延续之前升势兼突破2月所创上市高位71.45元,最多急涨12.5%至77.85元,现造72.7元,续升5%,成交778万股;後者股价由约七个月高位回落至49.1元,接近10天线((48.9元)获支持,现造50.6元,回吐3.4%,成交133万股。
碧桂园服务与蓝光嘉宝服务联合公布,碧桂园服务落实向蓝光发展(600466.SH)、宁波嘉乾及成都嘉裕收购蓝光嘉宝合计71.17%股权,涉及1.26亿股H股及75万股内资股,总代价共计54.32亿人民币。同时,碧桂园服务拟将蓝光嘉宝从联交所除牌。完成後,碧桂园服务须按例提出强制性全面要约,H股每股基础现金作价51.0571元,较停牌前折让2.56%,涉资最多26亿元。若蓝光嘉宝从联交所除牌决议获批准且除牌接受条件达成,每股要约价则为54元,较停牌前溢价3.05%,涉资最多约27.68亿元。
碧桂园服务昨天收市後公布,去年纯利按年升近61%至26.86亿元人民币(下同),每股盈利97.62分,末期股息按年增44.5%至21.87分。期内,总收入按年升近62%至156亿元,其中占总收入比重降至55.2%的物业管理服务收入按年增近50%至86.07亿元,毛利率升4.5个百分点至34.6%;社区增值服务收入按年倍增至17.31亿元,毛利率约65.1%。瑞信绩後升碧桂园服务目标价至95.58元,重申「跑赢大市」评级。
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