光大环境(0257.HK):自由现金流大幅转正 派息总额稳中有升

国泰君安
26 Mar

本报告导读:2024 年公司自由现金流超预期,二十一年来首次大幅转正。危废减值拖累业绩下滑,但派息总额稳中有升超预期,分红率提升至 41.8%。投资要点:维持“增持”评级。我们维持对公司 2025-2026、新增 2027年预测净利润分别为40.48、41.82、42.88 亿港元,对应EPS 0.66、0.68、0.70 港元。公司自由现金流首次大幅转正,后续有望继续改善,驱动分红总额稳中有升,...

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