《大行報告》摩通:中電(00002.HK)出售部份印度業務或帶來30億元一次性虧損 惟不影響派息能力
摩通發表評級報告指,即使中電(00002.HK)出售印度電力業務10%股權,或帶來30億元一次性虧損,但由於該虧損屬於非現金和一次性虧損,故不太可能影響其派息能力。該行表示,由於公司澳洲業務的能源對沖合約虧損逾70億元,以及約10億元的一次性虧損,或削減公司今年大部分的利潤;即使該行認為出售印度電力業務對經常性基礎影響不大,但投資者或會對此作出負面反應。
該行表示,中電在短期內的正面催化劑有限,並看好長江基建(01038.HK)及電能實業(00006.HK)有較好的盈利前景。(ca/u)
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