高盛:維持中電(0002.HK)“中性”評級 目標價79.85港元
高盛發表研究報告表示,中電(0002.HK)第三季營運數據符合期望,該行將其目標價調低2%至79.85港元,維持“中性”投資評級。
高盛指出,中電於香港業務的營運數據比預期更有彈性,當中第三季商業、住宅及基建能源出售量按年分別上升3%、4.6%及5.6%,但中電的盈利增長會受限於新管制計劃協議中的獲准盈利額。而澳洲零售業務收入受限於煤炭供應短缺及提升安全計劃,業務面臨挑戰。
該行將中電2019-2021年每股盈利預測調低約2-3%,預計派息會按年增加約3.5%,對應股息率為3.9%。
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