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華住(01179.HK)升半成 半年多賺41%兼增派息
阿思達克 08-21 11:04
華住集團-S(01179.HK)今早(21日)高開3.42%,早段升幅擴大,高見28.18元創逾三個月高。現報27.72元,升5.4%,成交121.65萬股,涉資3,390.67萬元。隔晚(20日)華住美股收升5.4%,報35.16美元。 集團上半年收入118.21億人民幣(下同),按年增加3.5%。錄得純利24.38億元,增長41.3%,每股盈利79分。每股派息8.1美仙,對上財年同期派6.3美仙。單計第二季度,總收入64.26億元,增加4.5%。經營利潤18億元,增長13.7%。 里昂稱,華住RevPar(每間可售房收入)如預期疲弱。次季按年跌3.8%,公司下調全年度RevPar指引,由原先按年持平降至低單位數跌幅。其次季經調整EBITDA利潤率改善113點子,屬12個月以來最大增幅。該行認爲其升級舊漢庭酒店屬結構性,料未來一至兩年可見成果。維持華住(HTHT.US)美股目標價40美元及「跑贏大市」評級。
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