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《大行報告》花旗:粵投(00270.HK)末期息削71.1%低於預期 料持續下調派息比率
花旗發表研究報告指,粵海投資(00270.HK)去年純利按年下跌34.5%,其中去年第四季更錄得虧損約7.06億元,主要由於發展中物業項目的資產帳面價值下降所致。公司宣派2023年每股末期股息12.33港仙,按年大減71.1%,派息比率下降19個百分點至65%,低於預期。 考慮到公司宣布將於今年3月起採用經修訂的派息政策,在回報股東及保留足夠資金用作發展及營運之間取得平衡,花旗預測粵投的派息比率將持續下降,估計公布業績後其股價將波動,仍給予「買入」評級,目標價6.2元。
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