本报告导读:一次性计提导致预期信贷亏损4.98 亿港元,导致公司业绩同比显著下滑。FY2025 公司自由现金流拐点出现,派息总额保持与FY2024 一致,分红提升潜力大。投资要点:维持“增持” 评级。根据财报数据和公司资本开支计划,我们下调公司FY2026-2027、新增FY2028 年预测净利润分别为12.93(原值17.12)、13.17(原值18.04)、13.35 亿港元,对应EPS 分别...
Source Link本报告导读:一次性计提导致预期信贷亏损4.98 亿港元,导致公司业绩同比显著下滑。FY2025 公司自由现金流拐点出现,派息总额保持与FY2024 一致,分红提升潜力大。投资要点:维持“增持” 评级。根据财报数据和公司资本开支计划,我们下调公司FY2026-2027、新增FY2028 年预测净利润分别为12.93(原值17.12)、13.17(原值18.04)、13.35 亿港元,对应EPS 分别...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.