交银国际发表报告指，华润燃气上半年售气毛差改善幅度较大，期内核心利润超预期。公司上半年核心盈利上升21%至34.6亿元，高于预期8%。由于公司提高中期股息，并考虑到公司在2023年度只维持派息比率持平，该行预期公司仍有机会小幅提升2024年度的派息比率2个百分点至52%。China Resources Gas (01193) rose by nearly 6%. As of press release, it rose 5.91% to HK$30.45, with a turnover of HK$12.5578 million.
The Zhitong Finance App learned that China Resources Gas (01193) opened nearly 6% higher. As of press release, it rose 5.91% to HK$30.45, with a turnover of HK$12.5578 million.
J.P. Morgan Chase released a research report saying that gas stocks are expected to benefit from improved profit prospects, cash flow, and regulatory environment. In the industry, the bank favors China Resources Gas. It believes that its performance in the first half of the year was strong, and it is estimated that it will outperform its peers within three months.
According to a report published by BOC International, China Resources Gas's gross margin of gas sales improved significantly in the first half of the year, and core profit during the period exceeded expectations. The company's core profit rose 21% to 3.46 billion yuan in the first half of the year, higher than the forecast of 8%. As the company raised its interim dividend, and considering that the company only kept the dividend ratio flat in 2023, the bank expects that the company will still have a chance to slightly increase its dividend payout ratio by 2 percentage points to 52% in 2024.
