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《大行報告》大摩下調長建(01038.HK)目標價45元 評級「與大市同步」
阿思達克 03-19 10:17
大摩發表研究報告指長建(01038.HK)去年純利跌30%,剔除一次性影響,經常性盈利跌14%,公司經營現金流升3%至78億元,去年每股派息為2.47元,相等於5.4%股息收益率。

該行指,英國行業監管機構Ofwat將標準回報率降至3.2%,以及增加部份改善津貼,將影響其直接或間接持有52%的Northumbrian Water,料盈利有輕微改善。另外,公司長建其他公用資產今年亦將面臨回報率重設,預料全部皆有所下調。

該行維持「與大市同步」評級,目標價由50元降至45元。

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