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大和:上調粵海投資(0270.HK)評級至“買入” 目標價17.1港元
格隆匯 06-24 10:59

大和發表研究報告表示,將粵海投資(0270.HK)評級由“跑贏大市”上調至“買入”,輕微下調其目標價0.6%,由17.2港元降至17.1港元。

該行稱,集團股價由6月1日至今已下跌一成,可能是因為投資者擔心其上半年業績表現疲弱。集團去年的每股派息同比增8%,該行認為其資產負債表仍健康,可支持今年上半年派息增加6至7%。

該行又預計,香港2021至2023年東江水價的溢價將在今年10月宣佈取消。基於今年預期股息率仍為4.4%,以及負面因素相信已反映,故上調其評級。

由於降低了集團租金收入及其他業務收入預期,該行下調對其2020至2022年每股盈利預期2至3%。

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