中電(00002.HK)升近4% 去年純利按年升6.2倍 獲花旗升評級至「買入」
中電控股(00002.HK)早段曾漲4.5%高見66.75元。現報66.35元,升3.92%,成交111.74萬股,涉資7,282.37萬元。
公司去年營業額871.69億元,按年跌13.4%。由於公平價值變動由虧損29.79億元逆轉至收益21.25億元,並計及主要為澳洲客戶業務商譽減值58.68億元等影響後,總盈利按年增長6.2倍至66.55億元;每股盈利2.63元。派第四期中期息1.21元,按年相同。全年股息維持每股3.1元不變。集團營運盈利在計入公平價值變動前,增加33.2%至101.27億元。中華電力售電量按年上升1.6%。
中電首席執行官蔣東強表示,減碳發展需要較多支本,對澳洲業務引入合作夥伴持開放態度,不會局限合作方式。
此外,花旗發表報告,將中電評級由「中性」上調至「買入」,目標價調升16%至72元,因香港業務的不確定性已被消除,而SOC資本支出已根據與港府簽署的協議固定在2024-28年,該業務佔其營業利潤70%;預計澳洲能源公司表現將在2024年繼續改善,大多數低價售電合約已於去年到期,加上預計降息亦為集團帶來好處。
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