UBS released a research report stating that SWIRE PACIFIC A (00019) posted a 48% year-on-year increase in recurring underlying profit for the first half, reaching HK$7 billion, which was 9% above the bank's forecasts. The interim dividend rose 15% year-on-year to HK$1.5 per share, with a payout ratio of 29%.
UBS has raised its earnings forecasts for SWIRE PACIFIC A for the years 2026 to 2028 by between 11% and 13%, maintaining a "Neutral" rating. The target price has been increased by 9% to HK$95, up from HK$87.
The bank noted that SWIRE PACIFIC A's net debt and net debt ratio have improved compared to six months ago, primarily driven by strong cash flow from its aviation and beverages businesses. This is believed to be the reason behind the company's commitment to maintaining a 50% payout ratio.
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