港股异动 | 北控水务集团(00371)盘中涨超6% 公司高分红预期稳定 花旗称降息周期利好公用股

智通财经
23 Sep 2024

智通财经APP获悉,北控水务集团(00371)盘中涨超6%,截至发稿,涨5.07%,报2.28港元,成交额7096.91万港元。

消息面上,北控水务集团此前发布中期业绩,营业收入113.09亿元人民币,同比减少6.41%;股东应占溢利11.22亿元,同比减少18.08%;拟派发中期股息每股7港仙,同比持平,派息率为60%。国泰君安指出,公司为产能规模全国第一的水处理行业龙头,污水和供水业务稳健增长;资本开支进入下行周期,现金流改善,稳定高分红,高股息特征明显,有望迎来价值重估。

此外,美联储近期宣布降息50个基点。花旗此前表示,预计减息周期有利香港公用股,后者股价历史上与美国国债收益率具高关连度。该行指出,在美国十年期国债收益率处3.9%水平下,该行认为预测今年收益率逾5%而具高盈利可见度的股份具吸引力,包括北控水务等。

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