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大和:上調中電控股(0002.HK)目標價至84港元 評級“跑贏大市”
格隆匯 04-07 14:00

大和發佈報告稱,由於銀行和房地產行業股息未如預期,投資者偏好香港公用股,加上中電控股(0002.HK)只是提供季息的兩個恆指成分股之一,儘管基本面仍然充滿挑戰,中電的4%的季度股息有利潛在收益,故將中電評級由“持有”升至“跑贏大市”,目標價由81港元上調3.7%至84港元。

報告表示,4月1日多家英國的銀行因應英國銀行業監管機構的要求,包括匯控(0005.HK)和渣打集團(2888.HK)暫停承諾的股息和回購,還取消了2020年的股息。結果,投資者現在支持香港公用事業的股份,例如長江基建(1038.HK)。

報告稱,資本開支上,中電可能會將其在香港以外的資本開支限制在每年10-20億元左右,以維持在每年最少派發80億元的股息。

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