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《大行報告》花旗下調粵投(00270.HK)目標價至7.5元 評級「買入」
花旗發表研究報告,表示基於粵海投資(00270.HK)的股息回報率高企,今年度預測達到10.5%,因此重申對其「買入」評級,但預測每股派息將按年減少3.8%至0.59元,並預測今年淨利潤將按年跌5%。 該行指出,受到持股74%的粵海置地(00124.HK)首三季錄得淨虧損6,800萬元所拖累,加上為保留更多現金用於可能延長2030年到期的東江水務項目特許經營權,粵投期內減慢內地水務業務的擴張,因此將2023至2025年盈利預測相應下調1%、6%及16%,同時目標價亦下調至7.5元。
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