Citigroup has issued a research report highlighting that SWIRE PACIFIC A's dividend per share for the 2025 fiscal year increased by 13% year-on-year, surpassing the 5% growth in recurring underlying profit. This indicates management's confidence in its progressive dividend policy. Management expects mid-single-digit growth in dividends per share going forward. The company sees potential for margin improvement in its beverage division and aims to achieve this through revenue growth and channel-specific packaging strategies, especially as intense competition from food delivery platforms normalizes. Citigroup has raised the target price for SWIRE PACIFIC A from HK$85 to HK$97.5, maintaining a "Buy" rating. Supported by capital recycling efforts, the company successfully reduced its debt ratio by 1.5 percentage points year-on-year to 20.6% by the end of 2025. The adjustment reflects the latest market capitalization of SWIRE PACIFIC A's listed subsidiaries and recent operational trends.
Comments