第一太平(00142.HK)上半年經常性溢利達3.39億美元 同比增長13%
格隆匯8月23日丨第一太平(00142.HK)公佈中期業績,2024年上半年,營業額為49.95億美元,毛利為17.87億美元,同比增長8.61%;經常性溢利為3.39億美元,同比增長13%;母公司擁有人應占溢利達2.78億美元,基本每股盈利6.56美仙,擬派中期息每股12.00港仙(1.54美仙)。
公吿稱,溢利增加反映來自Indofood、MPIC及PLDT的溢利貢獻上升;部份因混合非燃料利潤率下降及遞延税項開支上升令來自PLP的溢利貢獻減少,來自Philex的溢利貢獻因金屬產量下降而減少,以及總公司的利息開支淨額上升所抵消。
於2024年上半年,總公司於扣除利息開支及税項前之營運現金流入較2023年上半年的1.361億美元上升4%至1.415億美元,反映獲得來自PLP、MPIC及PLDT的股息。
預期軟商品的有利價格環境及Indofood業務市場持續強勁的購買力,將使其於2023年新高的基礎上更上一層樓,第一太平為其最大的控股股東,而持續改善的客户體驗及成本效益將使PLDT達至其全年電訊核心溢利超過350億披索的指引。於Meralco的持續電力需求增長及MPTC車流量增長及收費上升的支持下,MPIC的盈利增長可望持續創新高,而Maynilad則將在收費上調及銷量增加的帶動下,盈利將有強勁表現。於2024年期間,PLP及Philex將繼續開展新項目,分別為太陽能進口項目及開採新的銅金礦。
總括而言,第一太平預期全年的營業額(以當地貨幣計)、來自營運業務的溢利貢獻及經常性溢利將繼續增長,而未來數年的盈利亦可望持續上升。
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