《大行報告》大摩上調長建(01038.HK)目標價至47元 評級「與大市同步」
摩根士丹利發表研究報告,維持長江基建集團(01038.HK)「與大市同步」評級,目標價由45元升至47元,以反映外匯升值因素。
該行指,公司多元化的資產組合,令其可以較電能實業(00006.HK)有略為高的增長,但盈利增長或會因監管重設而受壓,而疫情下,相信短期內不會有併購進行。
該行表示,疫情與政治環境下料併購機會減少,但目前股息率5.2%,對比十年期美國債券僅得的1.2%。
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