摩根大通发表研究报告指，润电(00836.HK) 自7月初以来跑输指数超过35%，可能是由于对明年电费下调及资本忧虑，以及同行业绩逊于预期所致。摩通认为，市场对减电费忧虑可能被放大，即使假设未来两年电费大幅下调，润电现时收益率约7%，仍是买入机会。该行相信由于中国的用电量增长仍然强劲，电费只会以温和的步伐下降。由于明年上半年的宏观不确定因素及中国收益率下降，相信润电具有良好价值，并将其股票升至“...
Source Link摩根大通发表研究报告指，润电(00836.HK) 自7月初以来跑输指数超过35%，可能是由于对明年电费下调及资本忧虑，以及同行业绩逊于预期所致。摩通认为，市场对减电费忧虑可能被放大，即使假设未来两年电费大幅下调，润电现时收益率约7%，仍是买入机会。该行相信由于中国的用电量增长仍然强劲，电费只会以温和的步伐下降。由于明年上半年的宏观不确定因素及中国收益率下降，相信润电具有良好价值，并将其股票升至“...
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