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《大行報告》摩通上調本港公用股目標價 升煤氣(00003.HK)評級至「中性」
摩根大通發表報告指,過去一個月,香港公用股表現跑贏恆指達7%,主要是對美國加息預期減少以及美元貶值,並相信板塊將持續跑贏,受惠於估值具吸引力及今年上半年業績有望反彈。 該行稱,長江基建(01038.HK)及電能實業(00006.HK)為板塊首選,主要是其對外匯升值敏感度最高,以及約6%的收益率,各予「增持」評級,長建目標價由50元升至52元,電能目標價由50元升至51.5元。 另摩通將中電控股(00002.HK)目標價由52元上調至57元,評級維持「中性」,並指隨著澳洲電費上升並反映於其盈利上,認為下半年會是較好的切入點。 摩通亦預料,香港中華煤氣(00003.HK)今年盈利或會反彈逾15%,受惠於燃氣銷量及單位利潤改善,並將其目標價由6元上調至6.5元,評級由「減持」升至「中性」。
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