粵投(00270.HK)跌半成至近一年低 季績倒退遭匯豐和花旗下調目標價
季績倒退的粵海投資(00270.HK)遭匯豐及花旗下調目標價,該股今天曾跌5.6%低見5.35元,創近一年低,現報5.39元,跌半成,為表現最差紅籌股;成交續增至2,089萬股,涉資逾1.13億元。
粵海上周尾公布,今早首九個月純利按年倒退18.6%至38.28億元,總營收按年減少7.6%至164.35億元。匯控研究季績後,將粵投評級下調至「持有」,目標價由7.2元下調至6.3元。報告指,粵投首三季業績受到房地產業務及人民幣貶值拖累,但期內中國水務業務仍表現穩健。然而,在房地產市場低迷的情況下,料旗下房地產業務將持續受壓,公司漸進式股息政策可能面對挑戰,而今年度任何潛在股息削減,都可能打擊投資者情緒,保守估計今年度每股派息將按年減少2%。該行關注粵投與港府即將簽訂的新一份東江水協議,因為其可能是股價催化劑。(sz/a) ~
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