智通财经APP获悉，北控水务集团(00371)尾盘涨近6%，截至发稿，涨4.67%，报2.24港元，成交额7065.8万港元。
花旗此前表示，预计北控水务2024年纯利同比下降5%，北控水务仍计划保持每年派息不变，维持在每股0.157港元。随资本支出从2024年的60亿元人民币降低至2026年的30亿至40亿元人民币，自由现金流有望改善，这有利于维持其股息，其2024年预期股息率达到6.7%。
东吴证券指出，优质运营资产化债弹性被低估。化债弹性源于基本面和估值双升，运营类资产盈利模式稳定，现金流预期可持续，付费痛点解决叠加市场化改革推进，迎价值重估。在优质模式下选择弹性大的标的。以应收市值弹性系数衡量化债弹性，光大环境、绿色动力环保、北控水务集团弹性突出。
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