汇丰发表研究报告指，周大福创建(00659.HK) 截至去年12月底止上半财年业绩胜预期，权益归属营业利润(AOP)达22亿元，优于预期，并按年增长4%；中期普通股息维持于每股0.3元，符合预期；另公司也宣布派发每股0.3元的特别股息，则属正面惊喜。合共派息60港仙。
汇丰将周大福创建目标价由8.9元轻微上调至9元，维持“买入”评级，主要由于相信其稳定且可预测的现金流，以及稳定的盈利增长应能继续为股东带来现金回报。至于值得关注的积极催化剂包括可带来增值的资产重组，如早前有报道提及拟出售公路资产。
另外，汇丰亦引述周大福创建管理层重申继续优化业务组合以提高品质、现金流及增长潜力的计划。在收购机会方面，公司将把更多资金投入增长潜力更大的保险和物流领域，同时限制公路领域的收购，因为中国内地新公路计划的风险回报状况仍不具吸引力。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-26 16:25。)
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