智通财经APP获悉，摩根大通发布研报称，香港公用股中期业绩表现预期分化，其中长江基建集团(01038)及电能实业(00006)有望受惠于英国业务强劲表现及英镑汇率轻微利好，预测长建及电能上半年盈利增幅达2%至3%。
小摩指出，香港中华煤气(00003)在香港及内地燃气费上调推动下，预测中期盈利同比增长2%。相反，预期中电控股(00002)上半年业绩或疲弱，同比跌幅料约10%，主要来自阳江核电厂电价下调，拖累中国内地业务利润水平，以及澳洲业务受市场剧烈竞争的打击。
小摩列长建及电能为行业首选，目标价均为58港元;其次偏好煤气，目标价7.25港元;中电则次之，目标价从71港元降至70港元，全部给予“增持”评级。该行又指，年初至今香港公用股表现较其他高息板块逊色，反映企业盈利对港元拆息回落及中国内地宏观企稳敏感度相对较低。
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