大和:香港公用股中 今年上半年首選煤氣(0003.HK) 下半年首選粵投(0270.HK)
大和發表報告指,料香港部分活動於今年上半年或暫時性緩和,加上該行預計美國將再減息一次,相信將利好公用股。該行料煤氣(0003.HK)
股價將自去年上半年之低基數回升,收益率提升幅度料達23點子,為該行今年上半年首選。
另外,該行亦看好粵投(0270.HK)
,為今年下半年投資首選,料其收益率可提升29點子。該行指其近期股價受今年9月公佈之2021年至2023年供水合約之不確定性影響而表現較弱。該行指看好粵投,因其營運現金流健康,料2023年派息亦有機會增加8%。
該行預期長江基建(1038.HK)
至今年底股價較為波動,因英國首相約翰遜向歐盟提出的脱歐新建議比較進取,為集團帶來不確定性。香港本地電力股當中,較看好中電(0002.HK)
及港燈(2638.HK)
,市場料兩者加價幅度低於預期,今年上半年股價應趨向穩定。
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