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郭思治: 新希望服務(03658.HK)定價讓利 民生服務成投資亮點
阿思達克 05-24 09:56
香港股票分析師協會副主席郭思治稱,近年物管股紛紛上市,恆指公司也新推出了恆生物業服務及管理指數。預期明日(25日)上巿的物管股新希望服務(03658.HK)相比同業,可謂小而精,增長快。預計公司將會是物管指數新星,布局物管行業之必爭標的。

新希望服務此次定價,給到投資者相當大的上升水位。行業政策利好下,物管股股價穩定,增長速度較快。投資者有貨在手,可考慮中線持有,應有不俗的回報。

新希望服務基本面紮實,極具投資價值。投資亮點包括:項目地理位置優越,主營業務議價能力高且增長強勁,以及頗具特色的民生服務。其中,未交付項目佔比高,樓管面積增長穩定,目前仍有26個共508萬平方米的住宅項目已簽訂協議但未交付,佔現時在管樓面總面積約44%。此外,公司計劃70%的上市集資額將用第三方拓展,預計可提升未來增長速度。

在新希望集團民生產業布局得天獨厚的優勢下,公司持續拓寬服務邊界,提供多樣化民生服務,提升單位面積的收入創造能力。新希望服務於2019年創造每平米的58.23元收益,明顯高於行業平均水平。此外,2020年年末十部委聯合發布了《關於加強和改進住宅物業管理工作的通知》,公司的民生服務真正是踏准了社區增值服務商機,發展前景更正面。

(筆者為證監會持牌人)~

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