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《大行報告》摩通:港燈(02638.HK)去年派息符預期 料未來三年分派可保持平穩
阿思達克 03-17 15:26
摩根大通發表報告指,港燈(02638.HK)去年全年每股派息32港仙,按年下跌20%,符合該行及市場預期,其現時股息收益率為4.1%。另外,集團去年資本開支按年增長21%至46億元,亦符合該行預期。

該行相信,港燈在今年至2023年的每股派息將持平在32仙的水平,因資本開支提高將限制集團增加派息的能力。

摩通又認為,因投資質素如同債券,美國十年期國債息率走勢將影響港燈股份。經過近期的減息後,目前集團收益率與美國國債的差距擴大至330基點的歷史高位,相信收入型投資者會繼續被港燈等的收息股吸引。(ek/)~

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