You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通下調內地公用股目標價 首選包括潤電(00836.HK)
摩根大通發表研究報告指,預計內地和香港電力和公用事業公司的第三季營運趨勢將個別發展。該行預計,隨著電網資本支出的回升和期內環境的正常化,智能電網企業的第三季度盈利將持續改善。華能國電(00902.HK)或在第三季達到收支平衡,因為煤炭合同的更好執行將帶動煤炭平均價格至約每噸1,100元人民幣,接近收支平衡水平。相比之下,下游天然氣公用業務的天然氣量和新連接的改善有限,較看好新奧能源(02688.HK)(600803.SH)和昆侖能源(00135.HK),前者可能從兩批液化天然氣貨物銷售中獲得6億人民幣交易利潤。 該行最看好智能電網,其後依次為上游天然氣公用事業、電力公用事業、及香港公用事業;另首選國電南瑞(600406.SH)、朗新科技(300682.SZ)、新奧能源和華潤電力(00836.HK)。由於收益率吸引,該行又將粵海投資(00270.HK)評級由「中性」上調至「增持」。該行表示,看好智能電網企業的防禦性收益、政策支持和提高電網資本支出。而香港公用事業的估值具有吸引力,惟貨幣風險和美國加息可能會繼續打壓市場情緒。
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.
uSMART
Wealth Growth Made Easy
Open Account