智通财经APP获悉，碧桂园服务(06098)涨超5%，截至发稿，涨5.42%，报6.81港元，成交额1.52亿港元。
消息面上，碧桂园服务发布2024年全年业绩，收入439.93亿元(人民币，下同)，同比增加3.24%；股东应占溢利18.08亿元，同比增加518.59%；每股基本盈利54.16分；拟派发末期股息每股13.52分及特别股息每股16.09分。此外，碧桂园服务宣布，公司计划将视市场情况及公司届时的实际需要，在2025年3月27日后的未来一年内，使用集团不少于人民币5亿元的现有可用现金储备在公开市场购回及╱或购买股份。
中银国际指出，碧桂园服务2024财年收入同比增长3.2%，基本符合该行预期。毛利率收窄1.4个百分点至19.1%，较该行预期低0.6个百分点；报表净利润较该行预期低11.3%；扣除股票期权和并购相关无形资产摊销影响后的核心净利润下降22.9%，较该行预期高7.3%。鉴于减值风险降低，因此将碧服2025财年核心每股收益预测上调10.4%，并将目标价上调28.9%至7.44港元。考虑到风险降低和估值便宜，维持对该股的“买入”评级，认为公司风险逐渐出清，现金流保持稳健。
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