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《大行报告》花旗:港公用股股息升至4.8厘沙士以来最高 升中电目标价
阿思达克 11-24 14:26
花旗发表研究报告,指对香港公用股2021年前景感到正面,因为香港的政治局势趋稳定;最近某些国有企业破产,或驱使更多投资需求进入高信用评级的实体,例如香港公用股;以及今年香港公用股的股息收益率平均为4.8%,录为2003年沙士以来最高。

该行指,在公用股中首选粤海投资(00270.HK)及中电控股(00002.HK),将粤海投资目标价由15元升至16元,并调高中电目标价由87元升至87.5元,料中电今明两年股息回报均4.2厘。该行将粤海投资2020至2022年的盈利预测上调0.5至1.1%,主要是基於人民币升值。

花旗指,将中电控股2020至2022年的纯利预测则上调0.1至0.4%,以反映今年香港管制计划协议的资本开支为96.45亿元,较该行早前的预期高出4%。

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