《大行報告》大和:疫情下看好公用股電能(00006.HK)及長建(01038.HK)勝煤氣(00003.HK)
大和發表報告指,預料香港公用股可受惠於板塊輪換,在疫情下看好電能(00006.HK)及長建(01038.HK)多於煤氣(00003.HK)。
報告補充,喜好電能可能會維持派息增長,及其與通脹相關的收入結構,在利率上升環境下料會受到投資者青睞。電能爲該行最看好的香港公用股,重申其股份「買入」評級,目標價由52元升至57.5元。
至於長建爲另一該行喜好的具防守性本港公用股,因其與電能有類似的派息增長和通脹相關收入的防守特性。大和維持對長建的「跑贏大市」評級,目標價由51元升至57.5元,不過由於今年電能的預測股息收益率違5.7%,高於長建的4.9%,因此該行喜好電能多於長建。
另外,大和將煤氣(00003.HK)股份評級由「買入」降至「跑贏大市」,目標價由15.5元降至13.5元,並因應目前Omicron變種病毒擴散,調低集團香港燃氣銷量等預測。
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.