《大行》汇丰研究:香港公用板块表现优于恒指 首选长江基建(01038.HK)

阿斯达克财经
Feb 24

汇丰研究发表研究报告指,香港公用事业板块表现优于恒指,主要是受有利的宏观因素推动,包括利率和汇率,以及市场情绪转向防御性质,加上南下资金流入。鉴于估值已接近四年高位,该行认为任何进一步重估都取决于公司推动盈利和股息的具体情况。该行睐基本面稳健、自由现金流充裕、有望带来更好股东回报的公司。该行续指,长江基建(01038.HK) 仍然是其首选,因为在英国和澳洲拥有受监管的公用事业资产,这些资产的回报...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10