港股異動 | 綠城服務持續暴漲,盤中漲幅突破22%
uSMART盈立智投3月29日消息,綠城服務今日早盤大幅高開9.56%,隨後不斷拉昇,盤中一度漲近20%。午盤綠城服務繼續走高,漲幅再度突破。截至15:10,綠城服務盤中漲超22.38%,股價10.4港元每股,創近兩個月新高,市值達330億港元,
綠城服務此前公佈2020年度業績,期內集團實現收入101.06億元人民幣(單位下同),同比增長17.8%;毛利19.23億元,同比增長24.3%,毛利率由上年同期的18.0%增至19.0%;公司權益股東利潤7.10億元,同比增長48.8%;每股基本盈利0.23元,宣派末期股息每股0.12港元。
中信證券點評稱,公司在2020 年全委外拓面積和提價頻次領跑行業,充分體現公司領先的品牌實力。與此同時,公司運營效率持續提升,盈利能力穩步上升,規模保持第一梯隊,推動公司業績增速出現明顯拐點。
中信證券認爲,以PE估值而言綠城服務顯得很低。更何況對低毛利高滿意度的公司而言,以銷售額和用戶數量衡量市值更爲合理。給予公司2022年30倍的PE,即15.32港元/股的目標價,維持「買入」評級。
申銀萬國在此前的物業管理行業週報中指出,我國物業管理行業將呈現規模大、增速高的藍海市場,預計2030年末市場規模將達2-3萬億元,並較目前規模有望翻番。對比海外,我國物業管理行業擁有空間巨大、圍牆屬性、集中度繼承三大獨有特色。
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