瑞银研究报告指，尽管近期中美关税缓和，以及美联储下半年减息的预期重燃，但全球不确定性依然持续，该行对香港公用事业股仍持积极看法。报告认为公用事业股受到美国国债收益率和利率更长时间高企，加上美汇走弱和强劲的基本面增长支持；行业的股息收益率较美国10年期国债有收益率高约100个基点，提高了其高防御性的吸引力。另外，美汇走弱有利于公用事业行业，尤其是有大量海外业务的长江基建(01038.HK) 及电能实业(00006.HK) 。该集团的海外业务的长期增长，提高了盈利能见度和股息的可持续性。
该行的行业首选为长建，基于其具吸引力的5%收益率以及持有大量海外资产敞口，目标价73元评级“买入”评。随后为电能实业、中电控股(00002.HK) 及港灯-SS(02638.HK) ，目标价分别为70元、74元及6元(原先为5.8元)，均予“买入”评级。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-16 12:25。)
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