远东宏信:不确定环境下业绩稳健 分红比例持续提升

中金公司
Aug 02

1H25 业绩符合我们预期;分红比例稳步提振远东宏信1H25 收入同比-4%至173.4 亿元,归母净利润同比+4%至21.6亿元,对应年化ROE 同比+17ppt 至8.66%,符合我们预期。公司中期分红派息比率同比+4ppt 至50%、DPS 持平于0.25 港币,DPS 增长慢于利润增速主因可转债转股摊薄影响。公司在不确定性环境下实现了业绩及分红的整体稳健,当前股息率仍具备较高吸引力,“...

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