智通财经APP获悉，花旗发布研报称，电能实业(00006)公布截至去年12月底止全年业绩。花旗重申对电能“买入”评级，原因包括集团业务风险低，大部分收益来自受规管的回报资产; 出售英国电力网络(UK Power Networks)40%股权所带来的450亿港元或每股21.1港元的巨额出售收益，显示集团资产存在巨大隐藏价值，及并购带来的盈利增长潜力。花旗采用分类加总估值法(SOTP)，将电能目标价上调19%，从59港元升至70港元，其中计及2026年上半年的销售额。
报告又指，虽然集团2026年预期股息率4.5%并不算高，但若出现大型并购，股息率或有上涨空间。若未来12至18个月内没有进行大型并购，认为公司可能会派发特别股息，就如电能在2014年剥离港灯-SS(02638)后在2016至17年派特别息。
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