《大行報告》花旗上調粵投(00270.HK)目標價至10元 評級「買入」
花旗發表報告指出,在中國經濟重新開放的情況下,相信對粵海投資(00270.HK)房地產、酒店及發電業務有利,料公司非水務部門的盈利復甦將較預期快。
該行估計粵海投資未來幾年來自內地的水務純利每年增長預期多於10%,至於向香港供水協議帶來的收入,足夠維持股息支付,料今年股息率持續達7.2%。
花旗對粵投2022至2024財年純利預測各上調0.7%、10%及11.6%%,主要由於公司的物業銷售、發電及高速公路業務的貢獻更高。該行升粵海投資目標價由7.5元上調至10元,認為公司是本港公用股中的首選,且今年股息率為板塊中最高,重申對其「買入」評級。
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