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黃家豪先生(Karl Wong)
高級交易員

現任職輝立交易員,有多年投資股票、期權及期貨經驗。歡迎各位交流心得。
Phone:
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中海物業(2669.HK)不受中美貿易戰影響

Friday, November 30, 2018 Views1904

中海物業(2669.HK)是中國海外(688.HK)旗下的物業管理公司,業務遍及香港、澳門等全國73個城市,管理物業類型包括住宅、酒店、寫字樓、公共設施等等,管理項目600多個,服務面積超過1.2億平方米。中海物業所提供的管理服務包括為高級住宅、商用物業及政府物業提供保安、維修及保養、清潔及綠化等。

近年中國經濟發展迅速,中產階級正在崛起,對住宅需求大增,在近年內房銷售數字可見一斑。住宅銷售大增,母公司中國海外住宅銷售近年以千億元計,連帶物業管理需求亦大增,中海物業可受惠其中。

物業管理行業正在不斷整合,作為行業龍頭企業之一的中海物業積極尋找併購機會,增加市佔率。集團亦利用物聯網、智慧硬體技術,打造智慧社區,如智慧停車場,智慧設備監控等,使業住更安全便捷,提高員工工作效率,降低營運成本。

業綪方面, 集團2018年上半年營業額按年上升19.8%,至19.07億港元,純利2.21億,按年升38.6%,派中期息2仙,現時市盈率為22倍,屬行業中等水平。

建議待股價回調至1.87元吸納,上望2.6元。

 

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