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《大行》匯豐研究:內地公用股中期盈利仍趨弱 首選光大環境(00257.HK)
匯豐研究發表研究報告指,受到建築業務收縮及資產減值影響,今年上半年中國環保行業盈利預計仍然趨向疲弱,建議投資者聚焦於企業的現金流狀況及股息可持續性。 該行預測光大環境(00257.HK)及北控水務(00371.HK)上半年盈利將分別按年下跌13%及22%,當中計及資產減值影響,粵海投資(00270.HK)則預期盈利增幅及派息比率可維持為9%及65%不變。 匯豐研究首選光大環境,其次為粵海投資,均予「買入」評級,看好企業現金流狀況及股息增長潛力,目標價分別上調至4.5元及7.3元,對北控水務則維持「持有」評級,目標價上調至2.6元,預期今年每股派股可較去年增長3%。
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