港股異動 | 綠城服務漲超11%,三日累漲超42%
uSMART盈立智投3月30日消息,今日物管股再度走強,綠城服務績後持續暴漲,繼3月26日、29日高開漲近9%,綠化城服務今日早盤再度高開漲超10%,三個交易日累計漲幅已突破42%。截至10:15,綠城服務盤中漲超11.64%。
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。
瑞信稱管理層指引未來五年收入增長將達五倍,意味到2025年收入將達500億元,年複合增長達38%,其中基本服務、社區增值服務,諮詢服務及科技業務收入的年複合增長將分別爲30%、50%、35%及75%,在收入中的貢獻則料將分別爲60%、25%、10%及5%。
瑞銀同時指出,公司在外部擴張方面一向有較好往績,管理層亦料將加快相關速度,考慮到每年淨增1.6億平方米,料到2025年合約面積將增加至13億平方米,而2021至2025年管理面積則料每年增1.3億平方米。該行將公司2021至2022年盈利預測升16.5%及21.5%,目標價由9.37元升至13.06元,評級由「中性」升至「跑贏大市」,以反映增長前景較快。
同時,綠城服務發佈公告,公司董事於2021年3月29日行使根據本公司於2018年5月25日採納的購股權計劃於2018年9月11日授出的購股權而發行165萬股,每股發行價6.116港元,較3月26日收市價每股8.58港元折讓28.72%。
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