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中远海运港口(01199.HK):有信心可以维持40%派息比率
阿思达克 03-30 16:15
中远海运港口(01199.HK)主席冯波鸣表示,会致力於2025年达到多个目标,包括权益吞吐量达5,700万箱,五年增长率达48%,或年均复合增长率为8.2%,营运单箱成本未来五年减少15%至20%,即每年平均减少3%至4%。董事总经理张达宇指,今年随着经济活动改善,以及国内双循环的策略,料吞吐量需求有快速增长

他指,全球经济增长停滞,但公司有信心在强劲的现金流下,维持具吸引力的派息。而近期疫情负面影响减缓,近两季度吞吐量呈强劲复苏,未来将积极加强门户港布局,进一步强化供应链,在中东、非洲、东南亚和南美洲等地加强码头网络布局,料今年吞吐量会高於行业平均水平。

黄天佑指有信心可以维持40%派息比率,去年底净负倾权益比是历史低位,比2019年下跌3个百分点,去年因疫情影响,投资项目因审慎而降低,今年疫情改善,对前景有信心,故资本开支有上升,反映对需求信心。

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