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《大行報告》中信証券列出受惠央企改革主題股份名單(表)
中信証券發表港股第二季展望報告指,今年以來國務院國資委持續提出對央企改革的政策部署,政策層面及經營指標考核方面都將增加央企的經營效率,從而使央企的內在價值重估,而部分地方國資委也跟進政策部署,地方國企也有望受益。建議從四個維度觀察,過去長時間維持高分紅率、今年業績預測增速較高、較低的市淨率歷史分位、以及當前政策發力行業,該類型個股在國企改革下或有較好的表現。 該行篩選由國資委控股的央國企作為標的池且港股流通市值超過50億的個股為標的池,以市場一致預期進行測算,結合該行行業分析師觀點,挑選受惠央企改革主題推介股份名單,或能較好受益於國企改革。 挑選受惠央企改革主題推介股份名單: 股份 北控水務(00371.HK) 華潤燃氣(01193.HK) 中銀航空賃(02588.HK) 昆侖能源(00135.HK) 中國建築(03311.HK) 中國中鐵(00390.HK) 中國建材(03323.HK) 聯通(00762.HK) 中移動(00941.HK) 中國重汽(03808.HK) 中石化(00386.HK) 華能(00902.HK) 華潤電力(00836.HK)
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