吉寶

2023年7月30日

報告之際,吉寶公布上半年淨利潤超過36億美元,2022年同期的七倍的飛躍。圖片:路透社https://str。sg / ii6E新加坡吉寶集團向投資者提供一個獨特的和無可匹敵的命題作為全球資產管理與房地產開發商和運營商能力和綠色產業空間,星展集團說。在日期為7月27日的一份報告中,星展銀行蓋章凱珀爾“購買”,12個月目標價8.30美元的股票。吉寶上周五收於7.20美元。報告之際,吉寶集團公布上半年淨利潤超過36億美元的記錄,一個7倍從2022年同期的4.98億美元的記錄。這是由於一次性獲得大約33億美元的撤資的吉寶離岸和海洋,在持續經營的基礎上吉寶的淨利潤增長3%至4.45億美元,從4.34億年的2022美元。星展銀行分析師Ho裴華寫道:“我們相信,吉寶強大的工程/建築根和記錄在資本管理位置很好成長作為全球資產管理。“星展銀行報告指出,吉寶的收益質量已顯著改善,與經常收益貢獻集團利潤從25%跳到40%之前,展望2030計劃,到2022年的60%。“這種趨勢應該繼續共同努力使主遠離orderbook-based收入收入費用和其投資組合資產(房地產、基礎設施和數字資產)。“凱珀爾2020年5月推出了2030戰略願景。 From a conglomerate of diverse parts, it refocused its portfolio to one of an integrated business, providing end-to-end solutions for sustainable urbanisation, with an asset management arm to fund growth and provide for capital recycling. DBS projects Keppel’s full-year net profit at $4.1 billion, and $921 million on a continuing operations basis (that is, excluding one-off gains). It added that while Keppel’s return on equity at about 9 per cent remains far behind its target of 15 per cent, it expects that the growth in funds under management and turnaround of its property business will drive returns towards this target in the medium term. Since its asset monetisation programme began in October 2020, Keppel has achieved $4.8 billion in cumulative asset monetisation, and expects to hit its target of $12 billion in cumulative asset monetisation by end-2026. It monetised $420 million of assets during the first six months of 2023. The company managed some $53.2 billion in funds and $65.6 billion in assets under management, largely in infrastructure and real estate. DBS said its target price of $8.30 implied a price-to-earnings ratio of 16 times and a price-to-book ratio of 1.3 times. Keppel’s latest results show that its three key business segments – infrastructure, real estate and connectivity – were profitable and helped the company deliver a total return on equity of 36.8 per cent and free cash flow of $732 million in the first half of 2023, compared with $127 million in 2022. The company announced a first-half interim dividend of 15 cents per share, which is the same as the previous year. In addition to the cash dividend, Keppel is proposing to reward shareholders with a special 55th anniversary dividend in-specie of one Keppel Reit share for every five Keppel shares held. More On This Topic