《大行報告》摩通薦潤電(00836.HK)、海螺創業(00586.HK)、粵投(00270.HK)及國電南瑞(600406.SH) 波動市況下料第四季可跑贏
摩根大通發表報告,於中資電力及水務公用行業中推薦四股,包括華潤電力(00836.HK)、海螺創業(00586.HK)、粵海投資(00270.HK)及國電南瑞(600406.SH),認為有關股份有政策利好,且股份波動性低,在第四季可有跑贏市場表現。
該行表示,內地政府繼續支持可再生能源發展,由於可再生能源的盈利貢獻提高,料潤電的估值重評可以持續。而環境政策繼續是政府的優先事項,海螺創業相信可享受環境業務盈利提升(上半年升30%),及水泥價格復甦兩方面的利好。
至於粵投的股息收益率達6%,且每股派息一年升3%,政府近期亦容許供水項目有更頻密的價格調升。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.