中金:升光大环境(00257)目标价至5.2港元 上调股息预测

智通财经网
Aug 26

智通财经APP获悉,中金发布研报称,光大环境(00257)上半年营业收入同比下降8%,纯利跌10%,派息同比增7%至0.15港元,派息比率达42%。该行预期,光大环境今明两年的资本开支保持稳健,但随着中亚、东南亚地区的垃圾焚化项目拓展,海外业务资本开支占比或会有所提升。该行维持集团的盈利预测,续予“跑赢行业”评级,又认为虽然集团中期盈利下滑,但自由现金流稳健,因此上调集团今年股息预测至0.25港元,同比增长10%,并提升目标价8%至5.2港元。

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