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郭家耀: 新經濟股向下港股短期料淡 碧桂園服務(06098.HK)前景樂觀
阿思達克 03-26 09:52
正榮金融業務部副總裁郭家耀稱,美股周四先跌後回升,道指早段一度跌幅超過300點,其後投資者憧憬經濟重啟,有利傳統股份表現,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回升至1.63厘水平,金價及油價表現向下。港股預託證券個別發展,預料大市早段走勢偏軟。

內地股市反覆低收,滬綜指收市下跌0.1%,滬深兩市成交額進一步縮減。

港股昨日先跌後反彈,大市早段一到急跌至27,500點水平,其後有趁低吸納令跌勢回穩,收市僅錄得輕微跌幅,大市成交活躍。受美國新法案影響,加上內地進一步加強監管,新經濟股普遍向下。整體市場信心仍然低迷,短期大市反彈空間有限,預料指數繼續於27,500至28,500點水平徘徊。

另碧桂園服務(06098.HK)去年盈利上升60.8%至16.7億元人民幣(下同),期內收入增加61.7%至156億元,毛利率提升2.4個百分點至34%。去年基礎物業管理服務收入增長49.7%至86.1億元,佔總收入比例下降至約55.2%。社區增值服務激增1倍至17.3億元;非業主增值服務收入下跌3.7%至13.7億元。碧桂園服務提出2021至2025年累計收入達到千億元的目標,預期今年收入及利潤的年複合增長不低於50%。

千億營收計劃的分布中,預期基礎物業管理將佔約500億元,另外300億元來自社區增值服務,為兩大主要貢獻。社區增值服務中,增值創新、社區傳媒服務、家裝服務增長快速,通過戰略合作,接入酒類、家電、食品、團購,形成聯合推廣渠道,預料可繼續快速增長。業績表現強勁,未來增長持續,前景展望樂觀。

(筆者為證監會持牌人,沒持有上述股份)~

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