大行评级|花旗:下调电能实业目标价至66.5港元,特别股息催化剂减弱

格隆汇
Aug 13
花旗发表研报指,电能实业上半年盈利受惠于出售收益而表现强劲,但管理层在业绩会上对派发特别股息的指引较市场预期保守。撇除有关项目及UKPN的核心盈利贡献,现有资产的核心盈利同比增长24%至22.28亿港元,主要受惠于英国及澳洲受监管公用事业资产回报率上升,以及出售所得资金所带来的利息收入增加。综合考虑回报率重置、利息收入增加及特别股息催化剂减弱等因素,花旗上调电能实业2026至2028年盈利预测7%至11%,但因特别股息预期降温而上调加权平均资金成本,目标价由70港元下调5%至66.5港元,维持“买入”评级,看好潜在并购带来的上升空间及4.9%的股息率。

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