奧園健康 (3662 HK) 中期業績符合預期 樂生活併表為下半年增長推動力 August 28, 2020 70

PSR Recommendation: BUY Status: Upgraded
Target Price: HKDHKD9.60

投資概要
奧園健康收入在2020年上半年收入增長快速,錄得約人民幣5.47億元,較去年同期的約人民幣3.92億增加39.5%,當中約75.4%來自物業管理服務分部收益,較去年同期增加43.4%,而另外24.6%的收入來自商業管理服務分部,較去年同期增加28.8%。公司目前在管總建築面積約為1,610萬平方米,較去年底增加約100萬平方米,加上上半年兩項收購項目樂生活和寧波宏建的在管項目,待收購完成後,全年在管面積預期將高達4,500萬平方米。上半年的收入數據顯示為公司在併表前的收入,新收購項目未計算在其中,收入增長能反映內生增長速度持續保持良好速度。

About the author

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Timothy Chong
Analyst
Research

Timothy Chong received Bachelor’s Degree with first class honor in Banking and Finance from University of Leicester. He is currently studying Master of investment management in Hong Kong Polytechnic University. Before joining Phillip Securities, Timothy worked at BOCOM international and he is equipped with years of experience in the capital market. Timothy is now a licensed research analyst at Phillip Securities and covers Consumer / Property Management sectors.

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