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《大行》花旗:萬物雲(02602.HK)股息及盈利增長具吸引力 目標價上調至30元
阿思達克 08-20 09:50
花旗發表研究報告指,萬物雲(02602.HK)上半年將分派比率大幅提升至83%,主要受到經營現金流按年改善、在手淨現金達110億元人民幣,以及經常性業務貢獻85%毛利的綜合支持。考慮到充足項目儲備、公司積極進行新投標及有效成本控制,料萬物雲今年盈利增長10%。花旗看好萬物雲盈利增長具吸引力,同時可提供約7.8%的股息回報率,維持「買入」評級,目標價從26.5港元上調至30港元。
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