碧瑤綠色(01397.HK):北部都會區為業務帶來發展機會
碧瑤綠色(01397.HK)半年純利飆1.4倍至5,894萬元,行政總裁吳玉群在業績記者會上表示,政府正全速發展北部都會區,規劃愈來愈明確,包括住宅及不同社區配套,將為集團廢物處理、回收服務等多個核心業務帶來發展機會。
對於政府計劃提交有關塑膠飲料容器及紙包飲品盒生產者責任計劃,要求飲品供應商安排回收,建議每個回贈不少於一毫。碧瑤綠色策略及投資總監周榆桐表示,目前本港塑膠飲用水樽回收率只有14%,紙包飲品盒則少於1%,相信計劃能帶為市民帶來回收誘因從而刺激回收量,公司作為本地回收龍頭將受惠。
另外,他提到,會因應公司的發展,適時尋找潛在的併購、合營或新業務項目,考慮項目包括有協同效應的上下游標的。
派息方面,碧瑤綠色財務總監陳百恆指,公司一直維持固定透明的派息政策,並相信行之有效,會維持純利30%派息比率。
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