大行評級|大摩:美國實質息率趨升下高息股表現優異 予中電、香港電訊、工行“增持”評級
摩根士丹利發佈研究報吿稱,全球金融狀況趨於收緊,是推動高息股表現優異的關鍵市場原因。在美國實質息率趨升下,估計亞太區/新興市場具質素的派息主題股份可持續跑贏。該行透過利用定量模型以選出在資產負債表具長期韌性和業務穩定性的股份、並從自下而上的產業與股票分析師的基本面分析達成一致以選出相關股份。其中港股包括中電控股、香港電訊、工商銀行,均予“增持”評級。
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