《大行报告》汇丰研究上调中电(00002.HK)目标价至90元 评级「买入」
汇丰研究发表报告表示,中电控股(00002.HK)即使澳洲零售电力业务面临挑战,但在香港电力行业稳定模式,其今年首季业绩表现具韧性。不过该行认为短期内对澳洲业务影响喜忧参半,尤其是在来自批发电价下降及零售分销竞争激烈;至於集团首季派息按年持平於63港仙,符合该行预期。
该行补充,持续看好中电业务组合防御能力,尤其是香港业务,其占整体固定投资收益和资产增长所带来盈利的70%。维持中电「买入」评级,目标价由85元升至90元。
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