HOCK LOCK SIEW
吉宝的股息真的不可持续,还是只是被误解了?
过去一年里,该公司股价上涨,在2025年创造了58.5%的股东总回报。
本文由AI辅助翻译
(新加坡)近期 Keppel 与激进研究公司 Corporate Monitor 之间的交锋,凸显了投资者面临的一个关键问题:重组后的吉宝所派发的股息是否真的可持续?
这份激进报告的措辞毫不留情。报告认为,Keppel 的派息只是海市蜃楼,其资金并非来自经营现金流,而是通过变卖资产所得。
Corporate Monitor 指出,Keppel 的报告利润与经营现金流之间存在差距,描绘了一幅沉重的资产负债表掩盖其潜在疲弱的景象。
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