金吾财讯 | 国泰君安发研指，粤海投资(00270)上半年业绩符合预期。公司于2024H1实现收入122.91亿港元，同比增长8%；归属净利润24.11亿港元，同比下滑5%；公司水资源及发电业务稳定增长，抵消了物业投资及发展业务利润下跌以及人民币兑港元汇率同比下跌2.2%的影响。该行指，公司经营稳健，水资源运营业务稳步增长，现金流充足，2024H1公司经营活动现金流入48.76亿港元，资本开支4.45亿港元。公司拟中期派息23.97港仙，现金分红率65%，维持高比例分红。截至2024上半年末，粤海置地并无计提持有的发展中待售物业减值。根据财报数据，该行下调公司2024-2025，新增2026年的预测净利润分别至36.9（原值45.5）、41.4（原值49.1）、44.5亿港元，对应EPS分别为0.56、0.63、0.68港元，维持“增持”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.