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碧桂園服務(06098.HK):適當下調全年指引 收入目標增最少40% 核心盈利升20%至30%
碧桂園服務(06098.HK)首席財務官黃鵬在中期業績記者會上表示,受外部環境深刻變化等影響,公司適當下調今年全年的指引,其中收入全年增長指引為不低於40%,核心盈利增長指引為介乎20%至30%。 他指,公司目前轉為追求有現金回報的利潤、社會價值及令人滿意的服務,以規模為目標的收購不會是相當一段時間內的重點,預期今年或不會有類似的動作,亦沒有計劃收購兄弟公司碧桂園(02007.HK)的重資產。未來公司對併購行為會更為嚴格及審慎,按二級市場情況留意是否有與業務能力互補的機會。 公司上半年整體毛利率按年下降6.5個百分點至約26.9%,黃鵬解釋稱是由於早前收購的業務併表後有結構性影響,部分收購時的毛利率較公司原有業務的毛利率為低,而疫情帶來的防疫支出亦有數億元人民幣的影響。
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