世茂服務(00873.HK)午後挫30%創上市低 世茂集團(00813.HK)曾瀉16%創逾十年低
世茂服務(00873.HK)購買系內物業管理業務,今日(14日)低開約3%後,跌幅急擴,午後曾跌30.8%,低見4.93元創上市新低,現報4.99元,跌29.9%,成交激增至1.15億股,涉6.35億元。母企世茂集團(00813.HK)低開約1%後,跌幅仍大幅擴大,午後曾跌16.1%,低見5.94元創2011年11月下旬後逾十年低,現跌15%,報6.02元,成交8,935萬股,涉5.64億元。
於上交所上市的世茂股份(600823.SH)公佈,擬將所屬的物業管理業務相關公司、資產、負債和業務全部出售給關聯方世茂服務,是次交易涉及包括世茂物業管理100%股權、北京茂悅盛欣企業管理等29家公司涉及的物業管理業務以及相關的資產負債,交易轉讓價格爲逾16.5億元人民幣。世茂股份與世茂服務同爲公司實際控制人許榮茂控制的企業。
摩根大通亦發表報告,指由於開發商層面流動性的擔憂加劇,將世茂集團、世茂服務和融創服務(01516.HK)的評級下調至「減持」。
中金髮表報告,認爲短期內出於投資者對企業治理、母公司財務風險等因素的擔憂,世茂服務股價仍可能承壓。但另一方面,考慮服務平臺自身業務建設仍處積極推進態勢,以及即便只考慮在手合約項目,當前估值水平也已經較低,維持世茂服務「跑贏行業」評級,並下調目標價63%至10元。
另美銀證券發表報告,指擔心近期事態發展會損害買家購買世茂房屋單位的信心,即使在採取一些寬鬆措施的情況下,投資者或買家仍會更傾向表外債務擔憂較少的房地產商。該行將世茂集團評級由「中性」降至「跑輸大市」,目標價由12元下調33%至8元。
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