物管股個別發展 碧桂園服務(06098.HK)反覆逆彈7%
母企碧桂園(02007.HK)擬配股「抽水」淨籌近28億元兼遭多間大行削價的碧桂園服務(06098.HK)首席財務官黃鵬昨午於緊急投資者會議強調,並無為母企作出任何擔保,也表明年底前股價在40元之下不會進行任何配股計劃。該股繼昨天急挫22%曾低見16.68元創逾三年低後,今天高開早段曾掉頭低見16.88元獲承接再度回升,午後高見19.02元,現報18.66元,逆市反彈7%,為最強藍籌,成交7,018萬股。
野村將碧服目標價下調65%至15.1元,評級由「買入」大舉降至「減持」,以反映公司無可避免會受內地樓市疲弱影響,導致增長放緩及毛利率下跌,下調公司未來三年盈測15%-31%。
新城悅服務(01755.HK)、旭輝永升服務(01995.HK)、融創服務(01516.HK)及雅生活服務(03319.HK)反覆彈逾1.5%-3.5%,後兩者最強報3.52元及10.14元。然而,中海物業(02669.HK)及保利物業(06049.HK)續跌近2%,報8.22元及46.55元;華潤萬象生活(01209.HK)也回吐逾1%。
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