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《大行報告》花旗:港公用股股息升至4.8厘沙士以來最高 升中電目標價
阿思達克 11-24 14:26
花旗發表研究報告,指對香港公用股2021年前景感到正面,因為香港的政治局勢趨穩定;最近某些國有企業破產,或驅使更多投資需求進入高信用評級的實體,例如香港公用股;以及今年香港公用股的股息收益率平均為4.8%,錄為2003年沙士以來最高。

該行指,在公用股中首選粵海投資(00270.HK)及中電控股(00002.HK),將粵海投資目標價由15元升至16元,並調高中電目標價由87元升至87.5元,料中電今明兩年股息回報均4.2厘。該行將粵海投資2020至2022年的盈利預測上調0.5至1.1%,主要是基於人民幣升值。

花旗指,將中電控股2020至2022年的純利預測則上調0.1至0.4%,以反映今年香港管制計劃協議的資本開支為96.45億元,較該行早前的預期高出4%。

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