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美银美林升中电(0002.HK)目标价至106港元评级“买入”
格隆汇 08-07 11:52

美银美林发表报告指,撇除一次性项目(主要为澳洲零售业务商誉减值近64亿元),中电(00002.HK)今年上半年的持续经营利润按年下跌22.5%至65亿元,较该行预期为佳。由于其印度、中国及东南亚业务表现优于预期,该行上调中电今年至2021年的每股盈利预测分别3%、1.9%及2.9%,股份目标价亦由105港元轻微上调至106港元,评级维持“买入”

美银美林表示,中电在上半年的净负债对资本比率仅为28.1%,预期集团未来将会显着提升在澳洲及印度的投资,以推动盈利能力。此外,随着集团在粤港澳大湾区扩展业务,相信可提升未来15年利润管制计划每股盈利年均复合增长率4%至5%。

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