考虑到工业气量增长放缓,我们将华润燃气24-26 年归母净利下调-5.2/-3.7/-2.9%至54/61/68 亿港币。顺价机制完善、综合服务与综合能源业务贡献增量,我们看好华润燃气24-26 年盈利能力修复、自由现金流增厚,派息比例提升幅度有望超预期。公司1H24 股息每股25 港仙(yoy+67%),23 年派息比例50%,假设24-26 年派息比例54/57/60%(前值53/56/60%...
Source LinkDisclaimer: 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.