里昂:重申綠城服務(2869.HK)“買入”評級 目標價9.9港元
里昂發表的研究報告指,綠城服務(02869.HK主席同意向龍湖集團(00960.HK)售出5%權益,而龍湖亦將於明年中前額外認購公司5%新股,該行相信交易將為雙方探索潛在協同建立基礎,特別是在社區增值服務方面的合作。該行指出綠城服務的主席在交易中獲9.8億元人民幣現金,相信或可用於支持一些未成熟的社區增值服務,例如是殯儀及老人護理等。該行對綠城服務社區增值服務的長遠增長前景看法維持正面,認為公司具高端品牌優勢,另外與龍湖智能服務亦可有潛在合作機會,重申“買入”評級,目標價9.9港元。
該行指出,交易完成後龍湖應持綠城服務約10%的權益,相信策略性持股可助探索綠城服務與龍湖智慧服務在社區增值服務方面的潛在協同,龍湖的相關分支雖無上市,但就是具商譽的物管品牌。該行亦指出雙方合作非首次,早在2018年雙方已有簽訂策略合作協議,當時龍湖智慧服務在其線上平台「千丁」中出售由綠城服務提供的白米。

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