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《大行报告》花旗上调电能(00006.HK)目标价至51.5元 评级「买入」
阿思达克 03-18 10:15
花旗发表报告指,电能实业(00006.HK)去年纯利按年下跌14%至61.32亿元,表现符合预期。盈利下跌主要是由於英国业务重新计算递延税项负债,而产生7.8亿元的一次性非现金支出;中国业务於两间燃煤电厂合资期满後利润减少;及疫情带来的不利影响,但被出售葡萄牙投资「Iberwind」的8亿元收益部分抵销。

该行表示,集团去年经营现金流按年增长3.1%至55.33亿元,末期息按年增加0.5%至2.04元;全年总派息为2.81元,派息比率按年提高14.1个百分点至97.9%,代表股息收益率为6.3%。

花旗上调电能股份目标价,由50.4元升至51.5元,评级维持「买入」。该行提到,喜好电能多於其母企长江基建(01038.HK),因前者有净现金及较高的股息收益率。

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