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《大行报告》大和:公用股首选电能(00006.HK) 评级「买入」
阿思达克 05-07 09:34
大和发表研究报告,指在公用股中,首选电能(00006.HK),而且是唯一给予「买入」评级的公用股。大和看好其派息持续增长,目前股息率达5.8%,相对长建(01038.HK)5%;而且财务成本低,有机会进行大型并购。

其後推介依次为煤气(00003.HK)、长建、粤投(00270.HK)、中电(00002.HK),均予「跑赢大市」评级,重申看好行业前景。

该行指,煤气受惠香港经济复苏,股价未有完全反映;长建对大型并购更敏感,但股息率未及电能;而粤投受累派息不稳;中电则因利润管制协议,准许回报固定在8%。

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