《大行报告》大和升中电(00002.HK)目标价至86元 评级「跑赢大市」
大和发表报告指,虽然基本面仍具挑战性,但中电(00002.HK)可能是唯一最少维持今年首季按年派息持平的蓝筹公司,因此重申对集团的「跑赢大市」评级,目标价由84元升至86元。
该行表示,汇控(00005.HK)及渣打(02888.HK)早前因英国监管当局要求而宣布暂停派息,地产/房托股派息亦逊预期,因此喜好香港公用股。
於今年至2022年,大和预测中电可录得每年210亿至230亿元的经营现金流,并在2019年至2023年的利润管制协议资本开支计划下,每年在港投资120亿元於燃气发电厂及离岸LNG接收站,因此料集团限制香港以外的资本开在每年约10亿至20亿元,以维持每年最少80亿元的派息。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.