瑞信港灯(2638.HK)中期可供分派收入符预期维持“跑输大市”
瑞信发表报告表示,港灯电力投资-SS(02638.HK)今年上半年可供分派收入跌约20%至14.08亿元,符合该行预期。

该行续指,估计未来12个月十年期债券收益率为2.4%,相对于今年较早前预测为3.3%,此对本港公用股有利,因债券收益率及股票价格之间存在反比关系。
报告补充,今年至今港灯股价持续跑输大市,更预期该情况会持续,维持“跑输大市”评级,目标价为6.5港元。于本港公用股板块中,该行较看好电能实业(00006.HK),因其收益率达5%,维持“跑赢大市”评级,目标价为68港元。
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