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《大行》花旗降北京控股(00392.HK)評級至「中性」 目標價升至35元
花旗研究報告指,北京控股(00392.HK)受國內投資者對於收息股追捧影響,股價於過去三個月及六個月分別急升21%及34%,但集團目前4.9%的收益率已不再有優勢,潤燃(01193.HK)及港華智慧能源(01083.HK)收益率分別達5.3%及5.4%,因此將評級由「買入」降至「中性」,但將目標價由29元升至35元,基於加權平均資本成本(WACC)預測獲下調。該行又將北控2025至26年淨利潤預測下調6%,因燃氣業務預測被下調。
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