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港股异动 | 北控水务集团(00371)尾盘涨近5% 化债有望带动水务估值修复 机构称公司弹性突出

Zhitong Finance ·  Dec 16, 2024 07:40

北控水务集团(00371)尾盘涨近5%,截至发稿,涨3.83%,报2.44港元,成交额5570.84万港元。

智通财经APP获悉,北控水务集团(00371)尾盘涨近5%,截至发稿,涨3.83%,报2.44港元,成交额5570.84万港元。

海通证券认为,伴随化债政策持续推进,望有效改善当前回款问题,不仅将在利润表中减少信用减值损失带来的利润率下降,也将进一步改善板块现金流,以维持水务高分红比例,弥补原有高分红逻辑缺陷,从而进一步带动板块估值。

东吴证券指出,水务固废前期受收款担忧估值下行,化债+市场化改革推进,解决付费痛点后迎价值修复。以应收市值弹性系数衡量化债弹性,光大环境(70%)、绿色动力环保(55%)、北控水务集团(51%)弹性突出。

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