《大行報告》摩通:憧憬內地重新開放 受惠中港公用股首選潤燃(01193.HK)、新奧能源(02688.HK)及粵投(00270.HK)
摩根大通發表研報指,內地當局宣布調整一系列防疫措施,憧憬燃氣量增長回升及房地產行業措施支持下,中港公用股或因而受惠。
該行指,雖然公用板塊在過去一個月內已上升約25%,跑贏同期國指約16%升幅,但考慮到倉位情況及估值水平,認為該行業仍有上升空間。摩通指,粵海投資(00270.HK)明年有約20%的收入將來自房地產,雖然其股價已自低位反彈約70%,但仍相信8%的股息率具有良好吸引力。
另一邊廂,儘管基本面仍然穩固,但摩通預期智能電網及火電企業在內地重新開放趨勢中受惠較少,短期內可能跑輸大市。該行行業首選為華潤燃氣(01193.HK)、新奧能源(02688.HK)及粵投。
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