Core Viewpoint - Southbound funds have increased their holdings in Yuehai Investment (00270.HK) by 2.872 million shares on October 17, indicating a positive trend in investor sentiment towards the company [1] Group 1: Shareholding Changes - In the last 5 trading days, southbound funds have increased their holdings for 5 days, with a total net increase of 20.574 million shares [1] - Over the past 20 trading days, southbound funds have reduced their holdings for 15 days, resulting in a total net reduction of 30.674 million shares [1] - As of now, southbound funds hold 492 million shares of Yuehai Investment, accounting for 7.51% of the company's total issued ordinary shares [1] Group 2: Daily Shareholding Data - On October 17, 2025, total shares held were 492 million, with a change of 2.872 million shares, reflecting a 0.59% increase [2] - On October 16, 2025, total shares held were 489 million, with a change of 2.602 million shares, reflecting a 0.54% increase [2] - On October 15, 2025, total shares held were 486 million, with a change of 5.856 million shares, reflecting a 1.22% increase [2] - On October 14, 2025, total shares held were 480 million, with a change of 8.866 million shares, reflecting a 1.88% increase [2] - On October 13, 2025, total shares held were 471 million, with a change of 0.378 million shares, reflecting a 0.08% increase [2] Group 3: Company Overview - Yuehai Investment Co., Ltd. primarily engages in water supply and wastewater treatment as an investment holding company [2] - The company operates through seven divisions, including water resources, property investment and development, department store operations, power generation, hotel management, toll roads and bridges, and treasury services [2]

Core Viewpoint - The company reported a net profit of 2.682 billion HKD for H1 2025, representing an 11% year-on-year increase, primarily due to reduced financial expenses and a decrease in net losses from fair value adjustments of investment properties [1]. Financial Performance - The company achieved revenue of 9.428 billion HKD in H1 2025, a 1% decline year-on-year; however, net profit increased by 11% to 2.682 billion HKD [1]. - Financial expenses were significantly reduced by 201 million HKD to 188 million HKD, contributing to the profit increase [1]. - The fair value adjustment losses of investment properties decreased by 58 million HKD to 3 million HKD [1]. Dividend and Cash Flow - The company maintained a dividend payout ratio of 65%, with an interim dividend of 0.266 HKD per share [2]. - Net cash inflow from operating activities was 3.339 billion HKD, down from 4.876 billion HKD in the same period of 2024 [2]. - Capital expenditure increased to 566 million HKD from 445 million HKD in 2024 [2]. Business Segment Performance - Water supply projects generated revenue of 3.506 billion HKD, a 1% increase year-on-year, with a tax profit increase of 3% to 2.396 billion HKD [2]. - Other water resource businesses saw a 2% revenue increase to 3.680 billion HKD, but tax profit decreased by 6% to 1.079 billion HKD [2]. - Property management revenue rose by 4% to 822 million HKD, with a tax profit increase of 10% to 492 million HKD [2]. - Department store operations experienced a 44% revenue decline to 217 million HKD, while tax profit increased by 19% to 45.83 million HKD [3]. - Hotel management revenue grew by 7% to 337 million HKD, but tax profit fell by 20% to 51.06 million HKD [3]. - Energy business revenue decreased by 4% to 770 million HKD, while tax profit increased by 23% to 91.18 million HKD [3]. - Toll road business revenue declined by 7% to 290 million HKD, with tax profit down by 9% to 147 million HKD [3].