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麦格理升润电(0836.HK)评级至“跑赢大市”目标价12.35港元
格隆汇 08-22 16:18
麦格理发表报告指,华润电力(0836.HK) 上半年经营溢利按年升6%至39亿港元,占该行全年盈利预测的60%,且该公司中期息按年大增60%,派息比率 为24%,该行将今年开始的派息比率预测由23%上调至33%,惟以目前该公司股息收益率 4%至6%计,仍低于同业的7%至9%。
该行上调其2019至2021年盈利预测分别为4.1%、3.5%及0.9%,以反映燃油成本按年下降6%,及煤电使用率的减少。该行将其评级由“ 中性 ”升至“ 跑赢大市 ”,维持目标价12.35港元。
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