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港股異動|中海物業一度升超9% 摩通相信中止收購監理業務對股價正面
中海物業(2669.HK)盤初一度升超9%,最高觸及6.39港元;目前升6.3%。中海物業公吿,終止向中國建築興業全資附屬公司收購Project Supervision Limited,雙方已於上週五(29日)訂立終止契約。公司認為終止收購符合整體最佳利益,且不會對現有業務或財務狀況造成重大不利影響。中海物業去年10月公佈,以9.5億元向同系中國建築興業收購通信工程諮詢業務,將以內部資源及可動用銀行融資支付。摩通發表報吿指,相信消息對股價利好,因為有關決定反映管理層願意聆聽投資者的聲音並修正錯誤。該行指,中海物業主要股東中海外集團是首十位國營房企,具有強勁支持,加上管理層更加積極管理利潤率趨勢,競投第三方項目亦更加進取,相信三年的盈利複合年增長率超過20%,明年預測市盈率9倍,估值吸引,維持“增持”評級,目標價9港元。

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