花旗发表研报,将中电控股的评级由“买入”下调至“中性”,因其海外业务盈利前景面对挑战,不过该行认为不应予中电“沽售”评级,因其股息在香港业务支持下仍具可持续性。该行将中电2026至28年净利润预测下调5%至7%,基于预期美国降息,该行采用较低的加权平均资本成本,目标价上调2.6%至78港元,并料2026年股息收益率为4.4%,水平合理。 该行在香港公用股中最看好粤海投资,因股息收益率逾6%。该行亦看好长江基建及电能实业,因出售英国电网带来的庞大出售收益可用于未来并购。
花旗发表研报,将中电控股的评级由“买入”下调至“中性”,因其海外业务盈利前景面对挑战,不过该行认为不应予中电“沽售”评级,因其股息在香港业务支持下仍具可持续性。该行将中电2026至28年净利润预测下调5%至7%,基于预期美国降息,该行采用较低的加权平均资本成本,目标价上调2.6%至78港元,并料2026年股息收益率为4.4%,水平合理。 该行在香港公用股中最看好粤海投资,因股息收益率逾6%。该行亦看好长江基建及电能实业,因出售英国电网带来的庞大出售收益可用于未来并购。
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