大行評級|美銀:微升長江基建目標價至49.9港元 維持“買入”評級
美銀證券發表研究報吿指,長江基建昨日(12日)公佈正考慮在不進行任何集資的情況下,將公司股份在海外證券交易所進行潛在第二及額外上市,預期提升公司形象、提供更廣闊的市場進行公司股份交易,並讓不同地域的股東受惠。另外,英國水務監管局(Ofwat)發佈受監管水務資產決定草案,公司旗下Northumbrian Water項目2025至2030年監管期內允許股權成本4.8%,好過市場預期。美銀證券表明維持對長建的“買入”評級,認為其利潤有90%來自海外市場,享有匯兑優勢,預計公司的財務成本可能會下降,在普遍預期的降息環境下其回報亦吸引,目標價從49.4港元上調至49.9港元。
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