《大行报告》大和升中电(00002.HK)评级至「持有」目标价84元
大和发表报告指,中电(00002.HK)在6月20日发盈警,由於对EnergyAustralia零售业务所占的商誉进行减值约60至70亿元,料今年上半年业绩将录得亏损。而中电股价自发盈警以来下跌了5%,虽然预期集团在澳洲的零售及批发业务盈利於今年下半年及明年表现疲弱,但由於明年的股息收益率可有3.8%,该行将中电股价评级由「跑输大市」上调至「持有」,目标价维持84元。
大和表示,美国联储局官员最近立场鸽派,美国利率或会下行,根据该行的预测,中电的收益率差距或会从今年的1.6%,扩阔0.7个百分点至明年的2.3%,或较长期平均数高1.2个标准差。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.