Group 1 - The core viewpoint of the report indicates that Cheung Kong Infrastructure's net profit for the first half of the year is HKD 4.35 billion, with core net profit growing by 2% year-on-year to HKD 4.28 billion, meeting market expectations, driven by strong performance in the UK business [1] - The report anticipates that in the upcoming reset period, more favorable terms will drive single asset profit growth, with the group expected to achieve an annual profit growth of 9% to 10% over the next 2 to 3 years [1] - The earnings per share forecast for the company from 2025 to 2027 has been revised down by 4% to 5%, with the target price slightly reduced from HKD 60.2 to HKD 60, while maintaining a "neutral" rating [1] Group 2 - Cheung Kong Infrastructure Group (01038.HK) plans to hold a board meeting on August 13 to approve its interim results [2] - Huatai Securities has initiated coverage on Cheung Kong Infrastructure Group, giving a target price of HKD 64.73 and a "buy" rating [2]

Core Viewpoint - Daiwa's report indicates that Changjiang Infrastructure Group (01038) achieved a net profit attributable to shareholders of HKD 4.348 billion in the first half of the year, representing a year-on-year growth of 1% [1] - The company has confirmed the completion of the sale of its UK Rails assets, with performance and merger progress aligning with Daiwa's expectations [1] Financial Performance - The interim dividend per share is HKD 0.73, an increase of HKD 0.01 compared to the previous year [1] - The forecast for the second half of the year suggests a slight slowdown in profit growth from the UK business [1] Strategic Moves - The company is unlikely to declare a special dividend from the sale of the UK Rails assets [1] - There are rumors regarding the company's withdrawal from bidding for the LNG project with the UK National Grid, which will be closely monitored [1] Target Price Adjustment - Daiwa has raised the target price from HKD 59 to HKD 63.5, maintaining a "Buy" rating [1]

Core Viewpoint - Goldman Sachs reports that Changjiang Infrastructure Group (01038) achieved a net profit of HKD 4.35 billion in the first half of this year, with core net profit increasing by 2% year-on-year to HKD 4.28 billion, in line with market expectations, benefiting from strong performance in the UK business [1] Financial Performance - The company's net profit for the first half of the year was HKD 4.35 billion [1] - Core net profit, excluding foreign exchange gains and other non-recurring items, rose by 2% year-on-year to HKD 4.28 billion [1] Earnings Forecast - Goldman Sachs has lowered its earnings per share forecast for the company for 2025 to 2027 by 4% to 5% [1] - The target price for the company has been adjusted from HKD 60.2 to HKD 60, while maintaining a "Neutral" rating [1] Growth Outlook - The firm anticipates that more favorable terms during the upcoming reset period will drive profit growth for single assets [1] - The group is expected to achieve an annual profit growth of 9% to 10% over the next 2 to 3 years [1]

Core Viewpoint - The report from Credit Lyonnais indicates that Cheung Kong Infrastructure Holdings (01038) achieved a net profit of HKD 4.348 billion in the first half of the year, reaching 50% and 46% of institutional and Credit Lyonnais' full-year forecasts respectively, aligning with expectations [1] Group 1 - The company is expected to benefit from a stronger British pound and Australian dollar, high inflation, and a GBP 300 million disposal gain from the UK railway sector, which should support stronger earnings in the second half of the year [1] - Credit Lyonnais highlights that Cheung Kong Infrastructure's cash flow has high visibility, an investment-grade credit rating, and resilient operating history, which should support continued dividend growth [1] - The target price for the company has been slightly raised from HKD 62 to HKD 63, with a reiteration of the outperform rating [1]

该行表示，鉴于利率上升的环境、以及激励受监管公司投资的需要，预计在即将到来的重设期间，更优 惠的条款将推动单一资产的盈利增长，预计集团将在未来2至3年内实现9%至10%的年均盈利增长。 智通财经APP获悉，高盛发布研报称，长江基建集团(01038)今年上半年净利润为43.5亿港元，扣除外汇 收益和其他非经常性项目，其核心净利润同比增长2%至42.8亿港元，符合市场预期，受惠于英国业务 的稳健表现。该行将公司在2025年至2027年每股盈利预测下调4%至5%，其目标价由60.2港元下调至60 港元，维持"中性"评级。 ...

智通财经APP获悉，里昂发布研报称，长江基建集团(01038)上半年纯利为43.48亿港元，分别达到机构 及里昂对其全年预测的50%和46%，符合预期。该行相信，公司下半年受到英镑和澳元走强、高通胀以 及来自英国铁路部门的3亿英镑处置收益所支持，应将录得更强盈利。该行表示，长江基建的现金流具 有高收益能见度、投资级信用评级及经营往绩坚韧，应该能够支持公司股息持续增长。该行将公司目标 价由62港元略为上调至63港元，并重申跑赢大市评级。 ...

智通财经APP获悉，大和发布研报称，长江基建集团(01038)上半年股东应占溢利43.48亿港元，同比增 长1%，中期每股派息0.73港元，同比增加1港仙;公司确认已完成出售英国Rails资产，业绩表现及并购进 展均符合本行预期。该行料下半年英国业务的盈利增长将略为放缓，并认为公司不太可能就出售UK Rails资产派息特别息。至于有传公司放弃收购参与英国国家电网公司LNG项目的竞标，该行表示会密 切关注;目标价由59港元上调至63.5港元，重申"买入"评级。 ...

里昂发表研究报告指，长江基建上半年纯利为43.48亿港元，分别达到彭博及里昂对其全年预测的50% 和46%，符合预期。该行相信，公司下半年受到英镑和澳元走强、高通胀以及来自英国铁路部门的3亿 英镑处置收益所支持，应将录得更强盈利。 该行表示，长江基建的现金流具有高收益能见度、投资级信用评级及经营往绩坚韧，应该能够支持公司 股息持续增长。该行将公司目标价由62港元上调至63港元，并重申"跑赢大市"评级。 ...

本文源自：财华网 【财华社讯】长江基建集团(01038.HK)公布，截至2025年6月30日止六个月，营业额203.59亿港元，同 比增长6.6%；归属股东溢利43.48亿港元，同比增长0.9%；每股溢利1.73港元。拟派中期息0.73港元。 ...

智通财经APP讯，长江基建集团(01038)发布公告，该公司将于2025年9月24日派发中期股息每股0.73港 元。 该信息由智通财经网提供 ...