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》瑞銀升長建(01038.HK)目標價至51元 英國資產正面
瑞銀發表報告,對長江基建(01038.HK)的英國資產持正面看法,維持其「買入」評級,目標價由48元上調至51元,相當於預測今年市賬率1倍,2023至2025年各年盈測分別上調4%、4%及1%,以反映匯兌因素較預期有利。根據英國天然氣及電力市場監管機構OFGEM上月公布的價格管制文件,預期資產回報率(ROA)有潛力由3%提升到介乎4.2%至4.3%。 自上月中旬英國宣布監管重置以來,長建股價表現較恆指跑贏16%,長建有近半數純利貢獻來自英國。
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