Core Viewpoint - CITIC Securities reports that Hong Kong Travel (00308) has proposed a distribution plan to divest its continuously loss-making tourism real estate business, focusing on its core profitable operations [1] Group 1: Business Strategy - The proposed plan is expected to improve the company's performance and enhance profitability while reducing debt levels [1] - The operational model will be streamlined and optimized, allowing for a more focused development strategy [1] Group 2: Growth Potential - The optimization of resource allocation is anticipated to unlock growth potential in the tourism scenic area business [1] - The event is considered significant for the long-term development of the listed company, with a notable improvement in financial statements expected from 2026 onwards [1] Group 3: Investment Value - The company is recommended for active attention regarding its investment value following the proposed changes [1]
中信证券:香港中旅推出建议分派方案 建议积极关注公司投资价值