《大行報告》美銀證券微升長建(01038.HK)目標價至51.8元 評級「買入」
美銀證券發表研究報告指,英國反壟斷機構競爭與市場部門(CMA)放寬水務項目價格規管,同意准許回報率提升至5.08%,包括長建(01038.HK)旗下NW,回報高於去年英國水資源監管機構的規定。該行上調長建2020-22年每股盈利預期0.8%,目標價升0.2元至51.8元,重申「買入」評級。
該行預期英國天然氣暨電力市場管制局未來亦可批准提高能源公司的准許回報率,推算每50點子的回報提升,將可提高公司2023年每股盈利2%;同時預期下半年公司可繼續享有匯兌利潤,及不會再產生撥備或一次性開支;股息率吸引(6.9-7%),是中港兩地公用股中最高;而未來併購亦有助帶動增長。
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.