智通财经APP获悉,中烟香港(06055)涨超6%,截至发稿,涨6.1%,报26.95港元,成交额6862.88万港元。
消息面上,中烟香港将于3月6日(本周五))举行董事会会议,以考虑及批准刊发公司及其附属公司截至2024年12月31日止年度之全年业绩,考虑派发末期股息(如有)。该公司此前发布盈喜公告,因深耕现有业务、努力开拓新业务、持续提升综合盈利能力,与2023年相比,集团预期将于截至2024年12月31日止年度取得公司权益持有人应占利润增幅不低于30%。
华安证券指出,从安全边际来看,公司烟叶进出口业务为特许经营权下的基本盘,商业模式决定盈利能力稳定,现金流优秀,卷烟及新型烟草出口提供新增长点,伴随全球烟草市场持续稳定增长和公司份额提升,公司业绩有望持续稳定增长。从远期空间看,中烟香港承载中烟海外业务的战略重任,公司将逐步集中和整合中烟的各类海外资源,成为全球烟草行业更具竞争力的市场参与者。
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