大行评级|瑞银:电能实业上半年业绩大致符合预期,目标价升至73港元

格隆汇
Aug 13
瑞银发表研报指,电能实业上半年业绩大致符合预期,中期股息维持每股78港仙不变,并无派发特别股息。按该行估算,扣除英国电力网络及英国铁路出售收益及其他一次性项目后,上半年撇除已终止业务的经常性盈利按相同基准计算 同比增长16%。早前有市场消息指,长建及电能拟出售旗下澳洲可持续分配式能源生产商EDL Energy。电能管理层确认市场对该资产长期感兴趣,会考虑在合适价格出售,但未有急于出售的压力。瑞银预期市场对业绩反应中性至略为正面,将2026至2028年经常性盈利预测下调11%至12%,主要反映英国电力网络及英国铁路出售的影响,部分被出售收益所带来的较高利息收入所抵销,目标价由70港元上调至73港元,评级“买入”。

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