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《大行報告》瑞銀上調長江基建(01038.HK)評級至「買入」評級 升目標價至55元
阿思達克 07-14 14:25
瑞銀發表研究報告,將長江基建(01038.HK)評級由「中性」上調至「買入」,目標價由40元升至55元,以反映來自英國與澳洲的監管准許回報結果好過預期、英國通脹上升,以及英鎊兌美元升值。

該行料明年英國通脹平均2.2%,而今年為1.7%,相信對公司盈利都有幫助。雖然股價已跑贏MSCI香港指數5個百分點,但認為目前6%股息回報率能夠對股價提供強勁支持。

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