花旗：重申裕元集团(00551)“买入”评级 目标价升至16.5港元
花旗发布报告称，重申裕元集团(00551)“买入”评级，由于制造业务毛利率胜预期，将2024至2026财年净利润预测上调20%至22%，目标价由12.5港元上调至16.5港元。集团发盈喜，指计及单次性出售收益，料首季纯利在低基数下同比升95%至100%，该行认为胜预期。
该行指出，裕元集团零售业务仍面临压力，预计在消费降级和购买力受房地产市场疲软影响的情况下，零售业务今年营收将呈现小幅增长。管理层预计今年零售业务营业利润率同比持平。此外，假设今年派息比率降至60%，2026年进一步降至56%，以现估值计料预测今年股息率达9%，加上其2024至2026年每股盈利年均复合增长率料达20%，十分吸引。
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