港股異動 | 香港中華煤氣績後續跌逾7% 減派紅股或令市場降其估值
格隆匯3月23日丨香港中華煤氣(0003.HK)上週五(20日)收跌8.5%,今日續跌。現報12.36港元,跌7.35%,暫成交4.2億港元,最新總市值2091億港元。香港中華煤氣上週四盤後發公告稱,2019年度股東應占溢利69.66億港元,同比減少25.20%;基本每股盈利41.2港仙,擬每20股送1股紅股,及每股派末期股息23港仙。績後瑞信發報告稱,紅股派發由以往的“十送一”改作“二十送一”,相信是令人感到意外與失望的,也有可能是令其每年恆常股息增長10%的紀錄告終。將其目標價降至10.4港元,評級“跑輸大市”。小摩亦指其改為每20股派1紅股,另維持全年派息35港仙,變相是削減股息一半,會令市場下調其估值;加上煤氣去年度純利亦是過去十年以來最差的表現。該行預計煤氣今年盈利將受壓,維持其“減持”評級,目標價13.5港元。
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