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郭家耀: 新经济股向下港股短期料淡 碧桂园服务(06098.HK)前景乐观
阿思达克 03-26 09:52
正荣金融业务部副总裁郭家耀称,美股周四先跌後回升,道指早段一度跌幅超过300点,其後投资者憧憬经济重启,有利传统股份表现,三大指数均录得升幅收市。美元走势向好,美国十年期债息回升至1.63厘水平,金价及油价表现向下。港股预托证券个别发展,预料大市早段走势偏软。

内地股市反覆低收,沪综指收市下跌0.1%,沪深两市成交额进一步缩减。

港股昨日先跌後反弹,大市早段一到急跌至27,500点水平,其後有趁低吸纳令跌势回稳,收市仅录得轻微跌幅,大市成交活跃。受美国新法案影响,加上内地进一步加强监管,新经济股普遍向下。整体市场信心仍然低迷,短期大市反弹空间有限,预料指数继续於27,500至28,500点水平徘徊。

另碧桂园服务(06098.HK)去年盈利上升60.8%至16.7亿元人民币(下同),期内收入增加61.7%至156亿元,毛利率提升2.4个百分点至34%。去年基础物业管理服务收入增长49.7%至86.1亿元,占总收入比例下降至约55.2%。社区增值服务激增1倍至17.3亿元;非业主增值服务收入下跌3.7%至13.7亿元。碧桂园服务提出2021至2025年累计收入达到千亿元的目标,预期今年收入及利润的年复合增长不低於50%。

千亿营收计划的分布中,预期基础物业管理将占约500亿元,另外300亿元来自社区增值服务,为两大主要贡献。社区增值服务中,增值创新、社区传媒服务、家装服务增长快速,通过战略合作,接入酒类、家电、食品、团购,形成联合推广渠道,预料可继续快速增长。业绩表现强劲,未来增长持续,前景展望乐观。

(笔者为证监会持牌人,没持有上述股份)~

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