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《大行報告》摩通:將粵投(00270.HK)納入內地可再生能源股首選組合 剔出中國燃氣(00384.HK)
摩根大通發表報告,將粵海投資(00270.HK)加入該行的內地公用及可再生能源股份首選組合,並將中國燃氣(00384.HK)剔出。該行表示,粵投爲其香港公用股的首選,認爲集團有可觀的股息收益率(約6%),及穩定的派息增長(每年4%),建議投資者在中期業績前買入,因集團旗下水務業務盈利正在復甦。

摩通又稱,中國天然氣消費仍然強勁,今年5月錄得17.3%增長,首五個月增長亦達17.1%。不過,由於6月PMI疲弱及基數高,估計增長在近期會有所放緩,而該行仍舊選擇性地挑選相關股份。於燃氣股中,該行喜好華潤燃氣(01193.HK),因其中績料有穩固表現,且有潛在收購公佈。

至於福萊特玻璃(06865.HK)預告今年上半年盈利介乎11.5億至12.5億元人民幣,按年增長156%至178%,符合預期,主要是受到價格及銷量上升推動,該股是摩通於中國太陽能上遊行業的首選之一。

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