華潤萬象生活(01209.HK):行業部分企業估值回落 積極關注收併購機會
華潤萬象生活(01209.HK)總裁喻霖康在中期業績電話會議上表示,公司以物業管理及商業營運作為兩個主要業務,會持續透過雙線發力、擴大規模及合資合作等多措並舉發展業務,目標是於「十四五」規劃末物管業務進入行業第一梯隊,在管面積能超過4億平方米,商管業務目標則為鞏固行業第一品牌地位,商管項目達150個。
他指,目前物管業務發展良好,上半年在管的第三方面積已超過來自母公司的面積,佔比達53%,接下來要繼續發力,在市場競爭中發揮自身優勢。至於商管業務要承接好母企資源,目前自母企承接的項目每年約十個,公司在手的儲備項目亦很多,未來要加大市場化外拓。
喻霖康提到,行業部分企業估值水平近期回落不少,出現了收併購機會,公司會積極關注市場出現的機會,不過公司對收併購有一定原則及堅持,包括目標企業需要經營穩健及財政健康,加上估值合理和項目質素好,強調公司不會僅為規模而作出收購行為。除收購外,他稱公司也會透過做好內生增長,例如提升高毛利的增值服務比例以提升利潤。
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