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粵海投資(00270.HK)半日收升4.2% 獲花旗升目標價至9元
粵海投資(00270.HK)今日高開1.02%,最高見8.27元。中午收報8.15元,升4.22%,成交1,922.54萬股,涉資1.55億元。粵海投資去年收入188.25億元,按年增加1.7%。錄得純利46.56億元,增長48.2%,每股盈利71.22仙。末期息19.63仙,上年同期派7.27仙。連中期息全年共派46.29仙。花旗發表研究報告,上調對粵海投...
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粵海投資(00270.HK)半日收升4.2% 獲花旗升目標價至9元
Recommend
5
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1
 
 

粵海投資(00270.HK)  0.000 (0.000%)    Short selling $16.43M; Ratio 9.557%   今日高開1.02%,最高見8.27元。中午收報8.15元,升4.22%,成交1,922.54萬股,涉資1.55億元。

粵海投資去年收入188.25億元,按年增加1.7%。錄得純利46.56億元,增長48.2%,每股盈利71.22仙。末期息19.63仙,上年同期派7.27仙。連中期息全年共派46.29仙。

花旗發表研究報告,上調對粵海投資的盈利預測,將其2026年及2027年淨利潤預測分別上調5.1%及8.2%,以反映2025年業績及納入新的內地水務項目。該行預期集團未來數年盈利將錄得單位數增長,並預計在2030年前不會削減每股派息,維持65%的派息比率。

花旗指出,粵海投資2025年淨利潤按年增長48.2%至46.56億元,主要受惠於2025年1月出售粵海置地(00124.HK)  0.000 (0.000%)   後不再錄得相關虧損,以及償還22.5億元債務令財務成本減少2.82億元。期內每股派息增48.2%至0.4629元。集團來自持續經營業務的資產負債比率按年下降10.7個百分點至19.7%。該行相信,集團財務狀況穩健,有能力為將於2030年到期的東江水供水專營權續期。

該行將粵海投資目標價由8.8元上調至9元,維持「買入」評級,並將其視為香港公用股首選,原因是其2026年預測股息率達6.1%,為同業中最高。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-01 16:25.)

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