港股異動 | 電力股普跌 長建(1038.HK)跌逾3%領跌
格隆匯8月6日丨電力股普跌,長建(1038.HK)跌逾3%領跌,偉能集團、電能實業跌逾2%,華電國際電力、中電控股等跟跌。昨日盤後多隻電力股發佈中期業績,其中,長江基建中期純利同比跌51.88%至28.60億港元,擬派中期股息0.68港元;電能實業中期純利同比跌40.33%至22.62億港元,擬派中期股息0.77港元。績後匯豐研究發報告指,上調電能評級至買入,目標價由48港元升至49港元;降長建評級至中性,目標價由53港元降至43港元,主因今年面對宏觀憂慮的波動性增加,而且缺乏併購機會作為股份催化劑。摩通亦指,長建及電能中期經常性利潤低於該行預期20%,維持長建“增持”評級和電能“中性”評級,分別予目標價48.5港元及47.1港元。

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