中电(00002.HK)弹2.5%挑战10天线中绩後仍获花旗及美银美林升价
因为澳洲售业务商誉大额减值导致中绩盈转亏但仍增加派息的中电(00002.HK)仍获花旗及美银美林分别略升价至93元及106元，该股继昨午逆市由逾一年低位81元掉头回稳後，今天挑战10天线(84.87元)，最高见84.85元，现造84.65元，回升2.5%，暂为表现第二强蓝筹，成交增至536万股，涉资4.48亿元。
中电昨天中午公布，由於为EnergyAustralia零售业务商誉减值63.81亿元，集团上半年业绩盈转蚀9.04亿元(去年同期赚74.36亿元)，每股亏损36仙，但第二次中期股息按年增加3.3%至63仙。期内，总营收按年减少5.7%至438.38亿元。上半年营运盈利按年降30.6%至54.74亿元，反映香港准许回报率下调、出售印度业务部分股权及期内澳洲极具挑战经营环境。中电指，EnergyAustralia账面商誉减值是一项非现金项目，董事会对公司长远及多元化发展抱有信心，加上资产负债表维持稳健，故上调将年度第一和第二次中期股息均上调至63仙。
美银美林表示，若撇除一次性项目拨备，中电上半年持续经营利润65亿元高於该行预期，主要受惠印度、内地及东南亚业务表现胜预期，故该行上调中电未来三年每股盈测3%/1.9%/2.9%，目标价也由105元微升至106元，重申「买入」评级。该报告指，中电上半年净负债对资本比率仅28.1%，料集团未来将会显着提升於澳洲及印度投资以推动盈利能力。此外，随着集团於粤港澳大湾区扩展业务，相信也可提升未来15年利润管制计划每股盈利年均复合增长率4%至5%。
花旗也指，虽然澳洲业务拖累中电上半年业绩，但料下半年会有改善，且联储局减息有助推动中电估值，加上公司大部分盈利均来自本港，故将中电评级由「中性」上调至「买入」，目标价由91.5元升至93元。
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