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郭思治: 新希望服务(03658.HK)定价让利 民生服务成投资亮点
阿思达克 05-24 09:56
香港股票分析师协会副主席郭思治称,近年物管股纷纷上市,恒指公司也新推出了恒生物业服务及管理指数。预期明日(25日)上市的物管股新希望服务(03658.HK)相比同业,可谓小而精,增长快。预计公司将会是物管指数新星,布局物管行业之必争标的。

新希望服务此次定价,给到投资者相当大的上升水位。行业政策利好下,物管股股价稳定,增长速度较快。投资者有货在手,可考虑中线持有,应有不俗的回报。

新希望服务基本面?实,极具投资价值。投资亮点包括:项目地理位置优越,主营业务议价能力高且增长强劲,以及颇具特色的民生服务。其中,未交付项目占比高,楼管面积增长稳定,目前仍有26个共508万平方米的住宅项目已签订协议但未交付,占现时在管楼面总面积约44%。此外,公司计划70%的上市集资额将用第三方拓展,预计可提升未来增长速度。

在新希望集团民生产业布局得天独厚的优势下,公司持续拓宽服务边界,提供多样化民生服务,提升单位面积的收入创造能力。新希望服务於2019年创造每平米的58.23元收益,明显高於行业平均水平。此外,2020年年末十部委联合发布了《关於加强和改进住宅物业管理工作的通知》,公司的民生服务真正是踏准了社区增值服务商机,发展前景更正面。

(笔者为证监会持牌人)~

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