美银发表报告,首次覆盖电能实业(00006.HK) 予“买入”评级,目标价63元,预期公司2024至27财年盈利年均复合增长率达6%,因2025至26年的监管调整将显著提升其澳洲资产的股本回报率。而能源转型推动的资本开支,将利好公司的受监管电网业务。此外,其来自英国的50%盈利亦将受惠于美元贬值。该行指,收购活动及资本循环或为营运资金带来额外上行空间,并预期营运资金增长将超越股息增幅,从而令中期...
Source Link美银发表报告,首次覆盖电能实业(00006.HK) 予“买入”评级,目标价63元,预期公司2024至27财年盈利年均复合增长率达6%,因2025至26年的监管调整将显著提升其澳洲资产的股本回报率。而能源转型推动的资本开支,将利好公司的受监管电网业务。此外,其来自英国的50%盈利亦将受惠于美元贬值。该行指,收购活动及资本循环或为营运资金带来额外上行空间,并预期营运资金增长将超越股息增幅,从而令中期...
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