宏橋(01378.HK)曾續跌6% 中績少賺3.6%派息減近9%
期結日前夕,恆指扭兩連彈,今早隨外圍回吐,高低見20,054/19,889,現報20,021,回吐148點或0.7%,總成交額468億元。
藍籌中國宏橋(01378.HK)中績少賺3.6%派息按年降8.9%,該股兩連跌,今早一舉跌破10天及50天線(8.07元及8.23元),最多跌6%低見7.92元,現報7.96元,續跌5.6%,成交增至919萬股。
宏橋公布中期純利按年跌3.6%至78.46億元人民幣(下同),每股盈利0.85元,中期股息按年減近8.9%至41港仙。期內,總收入按年升31%至687.39億元;毛利按年跌5%至149.55億元,整體毛利率按年降約8.2個百分點至約21.8%。
高盛指,若撇除匯兌虧損等一次性損失,宏橋中期經常性淨利潤按年跌2%,遜於該行預期,故調低公司未來三年盈測4%-26%,以反映上海期貨交易所最新鋁價和價差預測及公司上半年生產成本高於預期,目標價削13.7%至10.7元。然而,基於現價估值具吸引力、料未來三年股息收益率達9%-16%,以及公司作為內地最大純鋁生產商將長期受惠鋁價上漲趨勢,維持其「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.