《大行》汇丰研究升电能(00006.HK)评级至“买入” 首选长建(01038.HK)

阿斯达克财经
Jul 03

汇丰环球研究发表报告指出,长江基建(01038.HK) 及电能实业(00006.HK) 在出售英国电网及英国铁路项目后,资产负债表已显著强化,为有意义的收购创造机会,以推动增长及或派发特别股息。该行估计,长建及电能的净现金将分别相当于其股权价值的24%及42%。该行认为,通胀挂钩调整将加速受规管资产的中期盈利增长,尤其在英国及澳洲,监管资产价值及允许收入均随通胀上升。加上近期监管重设后允许回报率...

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