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港股异动 | 中海物业(02669)续跌5% 去年下半年盈利放缓 花旗降其盈测及目标价

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中海物业(02669)续跌5%,昨日收跌逾24%。截至发稿,跌5.11%,报4.27港元,成交额1.03亿港元。

消息面上,中海物业昨日发布2023年度业绩,收益130.51亿元(人民币,下同),同比增长19.7%;公司股东应占溢利13.425亿元,同比增长22.8%;派末期息8.5港仙,上年同期派8港仙。大摩指出,公司去年收入同比升19.7%至130亿元人民币,逊该行预期7%,意味着去年下半年同比增长8%,主要是受到基本物业管理及向非业主增值业务所拖累。

花旗认为,中海物业在披露去年业绩后股价累跌24.5%,可能是由于去年下半年盈利放缓,同比增长6.6%(部分是因为基数较高),以及增值服务(VAS)表现疲弱。由于去年业绩较预期低5%,加上管理层更保守目标,该行下调中海物业今明两年盈测15-19%,目标价由8.8港元降至7港元。

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