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瑞银:升中电(0002.HK)评级至“买入” 目标价上调至100港元
格隆汇 08-29 11:43

瑞银发表研究报告,将中电控股(00002.HK)评级由“中性”上调至“买入”,并将公司2020至2022年盈测上调介乎1%至3%。该行相信中电盈利将於今年见底,明年料恢复盈利增长,2019至2022年每股盈利复合年增长率达6%。

该行指,在预期股息回报率4%下,中电股价年初至今仍跑输恒指7%,相信是因为认为投资者仍未计入中电海外业务复苏的因素。

瑞银预期低利率环境及人民币汇率疲弱将有助支持中电股价,因为投资者会将香港公用事业公司的非人民币计价资产视为外汇对冲,目标价由93港元升至100港元。

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