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港股異動 | 長和系集體上漲 電能實業和長江基建去年業績均勝預期
格隆匯3月17日丨長和系集體上漲,其中盈大地產、長實集團漲超4%,長和漲3.7%,長江基建集團、香港電訊漲2%,電能實業、和記電訊、電訊盈科、長江生命科技均漲超1.5%,港燈跟漲。長江基建16日宣佈,截至去年底止年度,股東應占溢利75.15億港元,按年升2.66%,每股盈利2.98港元。電能實業於同日公佈,截至去年底止全年股東應占溢利61.4億港元,按年升0.13%;每股盈利2.88港元。瑞信發研報,將長建目標價由53港元上調至58港元,維持“跑贏大市”評級。改行稱長建和電能是該行香港公用股行業首選,股息率和資產價值釋放潛力屬行內最高。長建去年核心純利在低基數下按年升22%至93億元,符預期。大摩發研報指,電能實業去年業績表現勝預期,經常性淨利潤表現優於預期,去年全年淨利潤按年幾乎持平,而經常性溢利增加6%至66.88億港元,較該行預期為高,而英鎊兑澳元的升值抵銷了重設所帶來的盈利損失,予目標價50港元,維持“與大市同步”評級。

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