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港股異動 | 公用事業股防守功能失效 中電控股跌5.76%
格隆匯 03-19 14:06
格隆匯3月19日丨市場恐慌情緒劇增,公用事業股的防守功能失效,部分更跑輸大市。中電控股(0002.HK)更是大跌5.76%,報70.3港元,總市值1776億港元。大和發表最新報告稱,中電的澳洲業務面對數個挑戰,主要由於淨零售電價監管改變及液化天然氣批發電價疲弱導致的全年影響。另外,在香港利潤管制下的資本開支提升,加上其他亞洲可再生能源的投資及印度輸電網資本支出,該行預計集團的每股派息增長空間有限。該行下調對中電股份評級,由“跑贏大市”降至“持有”,目標價由88港元降至81港元,並下調集團今明兩年每股盈測2%,以反映澳洲業務較預期疲弱等因素。
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