《大行》美銀上調對粵投(00270.HK)目標價至7元 維持「買入」評級
美銀報告指,本港銀行同業拆息更長時間低企,有利中電(00002.HK)及粵海投資(00270.HK)。該行偏好粵海投資,基於其6.4厘股息率及預測2025至2030年每股派息年複合增長率1%至2%。
該行予長江基建(01038.HK)及中電「中性」評級,考慮到美十年期國債孳息今年及明年底料升至4.5厘及4.75厘,兩股股息率5厘屬合理水平。兩者之間,該行偏好長建,其於該股更能受惠港元兌美元疲弱及股息上升確定性較佳。
該行上調對粵海投資目標價,由6.5元升至7元,維持「買入」評級。長建及中電目標價分別為54.4元及68.7元。
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