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《大行報告》瑞銀升中電(00002.HK)目標價至74元 重申「買入」評級
阿思達克 02-27 10:21
瑞銀發表報告指出,中電(00002.HK)去年營運盈利在剔除一次性項目(主要是澳洲客戶業務商譽減值59億元),達101億元,按年增長33%,與公司早前發盈警的預測基本一致,並符合市場預期109億元,超過該行對其全年預測的91億元水平,主要受惠於澳洲業務復甦好過預期,虧損收窄至1.82億元,相對於該行預期虧損11億元。香港能源業務保持穩定,盈利按年增長1%至85.36億元。公司全年股息持平於每股3.1元,意味股息率約5%。 該行將中電2024至2026年每股盈利預測各上調6%,主要由於澳洲業務前景較好。另重申對其「買入」評級,目標價由70元上調至74元,意味著股息率達4.3%。
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