郭思治: 越秀服務(06626.HK)去年純利倍增 淨利潤率大幅提升
香港股票分析師協會副主席郭思治稱,越秀服務集團(06626.HK)是中國領先複合型物業管理公司,集團於2021年在物業服務百強企業中排名第16位,截至2020年年底,集團的總在管面積爲32.6百萬平方米,在管物業數量爲215個,在管面積中有96.1%的物業位於一線、新一線和二線城市。越秀地產(00123.HK)(02934.HK)是大灣區領先的房地產發展商,擁有灣中、灣東、灣西、軌道交通四大平臺公司,全面深耕大灣區房地產發展業務。越秀集團是廣州市國資委全資控股的第二大國有產業集團。廣州地鐵於2021年2月入股越秀服務,成爲戰略投資者,持股約8.1%(於全球發售前)。
集團於2020年年度,收入達11.68億元人民幣,按年增約三成,其中8.11億元人民幣來自非商業物業管理及增值服務,3.57億元人民幣來自商業物業管理及運營服務。2020年純利約2.04億元人民幣,按年增1.19倍,若與2018年相比更加大增逾3.31倍。淨利潤率由截至2018年的6.2%,大幅增加至2020年的17.4%,整體毛利率則由2018年的25.9%上升至2020年的34.5%,兩者均領先物業服務百強企業的平均表現。
基石投資者同意認購總額最多7.772億港元的發售股份數目。基石投資者長期持有看好越秀服務,有利越秀服務上市後的股價表現。投資者在公開招股時不妨多加關注。
(筆者爲證監會持牌人)~
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