大和:重申雅生活服務(3319.HK)“買入”評級 目標價52.5港元
大和發表研究報吿表示,雅生活服務(3319.HK)早前發盈喜,預計上半年盈利增長最少45%,同時股權出售的不明朗因素已大致消除,加上集團估值吸引,重申其“買入”評級,目標價52.5港元。
報吿提到,雅生活服務上半年純利增長,主要由於集團物業管理服務管理面積增加、城市服務業務佈局、物業管理服務效能提升及有效税率降低,帶來收入及利潤的大幅提升。大和又表示,集團下半年的第三方項目招標中的顯著提升是一個亮點,期內,通過公開招標獲得超過200個項目,住宅、公共和城市服務項目的合同總建築面積逾3500萬平方米。
該行指,於7月中,雅生活服務控股股東雅居樂(3383.HK)向錄地控股收購5000萬股雅生活服務股份,相信雅居樂將會購入餘下3.52%股權,此舉將可消除對雅生活服務的不明朗因素。
該行又預期,集團將在下半年進行更多併購,特別是集團從5月配股中籌集了32.59億港元。集團管理層表示,正在洽談投資數間住宅和公共物業管理公司,亦可能投資社區增值服務,如養老和托兒服務。

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