《大行報告》大和升中電(00002.HK)評級至「持有」目標價84元
大和發表報告指,中電(00002.HK)在6月20日發盈警,由於對EnergyAustralia零售業務所佔的商譽進行減值約60至70億元,料今年上半年業績將錄得虧損。而中電股價自發盈警以來下跌了5%,雖然預期集團在澳洲的零售及批發業務盈利於今年下半年及明年表現疲弱,但由於明年的股息收益率可有3.8%,該行將中電股價評級由「跑輸大市」上調至「持有」,目標價維持84元。
大和表示,美國聯儲局官員最近立場鴿派,美國利率或會下行,根據該行的預測,中電的收益率差距或會從今年的1.6%,擴闊0.7個百分點至明年的2.3%,或較長期平均數高1.2個標準差。
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