摩根大通发表研究报告指,近期港股及内地股市波动,投资者对防守性选股关注度提升,认为若市况持续波动,传统香港公用股或可跑赢,因传统公用股盈利受到监管框架支持,较不受宏观经济因素所影响。摩通看好中华煤气(00003.HK) 股息回报率达约5%,属该行所覆盖的香港公用股中最高,预期可受惠于油价高企及可持续航空燃料上游敞口,目标价7.75元,评级“增持”。该行亦看好昆仑能源(00135.HK) 及新奥能源...
Source Link摩根大通发表研究报告指,近期港股及内地股市波动,投资者对防守性选股关注度提升,认为若市况持续波动,传统香港公用股或可跑赢,因传统公用股盈利受到监管框架支持,较不受宏观经济因素所影响。摩通看好中华煤气(00003.HK) 股息回报率达约5%,属该行所覆盖的香港公用股中最高,预期可受惠于油价高企及可持续航空燃料上游敞口,目标价7.75元,评级“增持”。该行亦看好昆仑能源(00135.HK) 及新奥能源...
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