粤海投资:水务主业稳健发展 地产减值压力小于预期

申万宏源研究
06 Nov 2024

事件:公司发布季度未经审核财务资料,2024 年前三季度,公司营收181.42 亿港元,同比+10.4%;归属公司所有者溢利约35.93 亿港元,同比-6.1%,业绩表现略超预期。水务表现稳健,综合税前利润增加0.3%,但受投资物业公允值调整影响,归母净利润同比下滑6.1%。根据公告,前三季度公司综合税前利润增加0.3%至61.67 亿港元,主要由于水资源业务稳定增长(公司东深供水税前利润达...

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