《大行》匯豐:本港公用股最偏好中電(00002.HK) 下調電能(00006.HK)評級至「持有」
匯豐環球研究報告指,本港公用股在市場波動下展示韌性,股息及美十年期國債孳息差距收窄至2020年以來最少,受基本因素改善推動。該行相信有關息差或進一步收窄,因內地南向投資者繼續增持,尤其具較高派息增長潛力股份。南向資金於本港公用股持股佔比由去年6月的0.5%至2.2%,增至截至上月25日的1.5%至7.5%。
該行最偏好中電(00002.HK),其次爲長江基建(01038.HK),兩者受惠本港銀行同業拆息下跌及港元貶值。該行將電能(00006.HK)投資評級由「買入」下調至「持有」,認爲目前股息合理且現金流制約派息進一步增長。
下表爲匯豐環球研究對本港公用股最新投資評級及目標價:
股份│投資評級│目標價
中電(00002.HK)│買入│80元
長江基建(01038.HK)│買入│66元->65元
香港電燈(02638.HK)│買入│6.2元->6.8元
電能(00006.HK)│買入->持有│62元->51元
煤氣(00003.HK)│持有│6.2元->6.6元
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