郭思治: 世茂服務(00873.HK)未來發展極具憧憬
香港股票分析師協會副主席郭思治表示,世茂服務控股(00873.HK)業務為物業管理,包括住宅物業,另有非住宅物業,如政府及公共設施、康養中心和醫院及候機室貴賓廳等,另若干其他物業管理公司管理的物業,世茂服務亦會提供清潔、綠化及園藝以及維修保養服務,同時亦兼顧社區增值服務,如社區資產管理,停車位銷售相關服務,家裝服務,智慧社區解決方案等。另外,亦有非業主增值服務,如案場服務,前期規劃及設計諮詢及保養服務。綜合而言,世茂服務的業務相當廣泛。
根據中指院資料,於中國物業服務百強企業中,世茂服務於2019年按綜合實力、總收入及市場份額計排名第12位。另外,於2018年至2019年,按收入增幅計,世茂服務於中國物業服務二十強企業中排名第3位,至2019年,根據未經審核的管理賬目,世茂服務來自增值服務的收入佔總收入的58.6%,根據中指院的資料於中國物業服務百強企業中排名第2位。
集團不斷創新,締造增值服務生態系統,在經驗豐富的專業管理團隊及高效率人力資源配合下,未來發展當極具憧憬,投資者不妨在掛牌後加以關注,世茂服務於10月30日上市,發售價為每股16.60元。
(筆者為證監會持牌人)~
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