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Citigroup has released a research report indicating that CLP HOLDINGS (00002) reported a 10.8% year-on-year decline in annual profit to HK$10.468 billion, which was 6% below market expectations. Excluding one-off items, operating profit before fair value changes fell 2.4% to HK$10.685 billion. The full-year dividend increased by 1.6% to HK$3.2, with the fourth-quarter dividend rising 4% to HK$1.31. The bank maintains a target price of HK$76 and a "Buy" rating on the stock. The report noted that the Hong Kong operations remained stable, with profit rising 7.3% to HK$9.544 billion, accounting for 91% of total profit—an increase of 15 percentage points compared to the previous year. However, Australian operations saw a sharp 85.6% drop in operating profit to HK$85 million, primarily due to retail market pressures and transition costs, which were not fully offset by earnings from generation and flexible capacity. Meanwhile, profit from the China business declined 13.7% to HK$1.598 billion, as gains from new renewable energy capacity were offset by lower contributions from nuclear power due to falling market electricity prices.

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