越秀交通基建(01052.HK)料下半年经营情况不太差 会考虑末期派息
越秀交通基建(01052.HK)今年上半年录亏损2.88亿元人民币(下同),对比去年同期盈利6.35亿元。副总经理朱文波解释,盈转亏主要由於疫情期间出行减少、免收路费的国家政策以及新收购的三个项目并表令成本增加所致。
期内不派中期息,董事长李锋表示,公司一向派发政策为期间应占盈利约50%至60%,因期内录得亏损所以叫停派息,但强调过往多年股息率稳定,又指5至6月份各公路恢复收费,旗下有部分项目已录得双位数增长,预期下半年经营情况不会太差,表现一定较上半年好,管理层会想尽办法追赶业绩,将综合全年情况再考虑末期派息安排。
他补充,7月份旗下公路收入初步平均增长4%至5%,8月更增长7%至8%,相信疫情後中国「内循环」经济可稳定支撑业务发展,将留意市场上的收购机会,相信今年仍会落实更多投资项目或并购。
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