Group 1 - The core viewpoint of the article highlights that Yuexiu Transportation Infrastructure (01052) experienced a stock price increase of over 4% following the release of its interim financial report, with a current price of 4 HKD and a trading volume of 17.6353 million HKD [1] - The company reported a revenue of 2.099 billion RMB for the first half of the year, representing a year-on-year increase of 14.9%, and a net profit of 361 million RMB, also up by 14.9% [1] - The earnings per share (EPS) was reported at 0.2156 RMB, and the company declared an interim dividend of 0.12 HKD, unchanged from the same period last year [1] Group 2 - Huatai Securities noted that the company's profit exceeded expectations primarily due to the lower-than-expected amortization of existing road assets [1] - The interim dividend payout ratio reached 50.6%, and the firm is optimistic about the company's ability to continue acquiring quality road assets at favorable prices, maintaining a "buy" rating [1] - Assuming a dividend payout ratio of 55% for the fiscal year 2025, the estimated dividend yield for 2025 is projected to be 6.8%, indicating strong attractiveness [1] Group 3 - As of August 15, the Hang Seng High Dividend Yield Total Return Index has risen by 29% year-to-date, supported by ample liquidity in the Hong Kong market and low Hibor rates, which bolster dividend valuations [1] - In the context of low domestic interest rates, there remains a demand from Chinese long-term funds to increase allocations in Hong Kong dividend stocks, with the company's southbound holdings rising from 18.8% at the beginning of the year to 20.3% by August 15 [1]
越秀交通基建绩后涨超4% 上半年盈利高出预期 机构称公司股息率有较强吸引力