深圳国际:转型升级兑现收益 高股息价值凸显

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投资要点:事件:深圳国际发布盈利预喜,预计2024 年实现股东应占盈利28 亿港元至31 亿港元,同比上升约53%至63%,盈利增长主因:1)深国际华南物流园转型升级项目确认土地置换税后收益约港币23 亿元;2)成功将两个物流港项目置入公募REIT,录得税后收益约港币5.87 亿元;3)主动优化借贷货币结构,汇兑损失大幅减少。华南物流园转型升级项目兑现收益,2025-2026 年利润有望进一步增厚...

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