《大行報告》匯豐研究:本港公用及綜合企業偏好長建(01038.HK)、港燈(02638.HK)及電能(00006.HK) 上調目標價
匯豐研究發表報告指,香港公用股去年展現出較好的防守性,在總回報方面跑贏同期大市表現,預期行業未來將繼續提供穩定及可持續的股東回報,有助抵禦市場不確定性。
該行指,隨著美聯儲減息,公用板塊及具良好股息回報的綜合企業股價有可能進一步回升,與大市收益率差距將收窄。匯豐研究維持看好長江基建(01038.HK)、港燈-SS(02638.HK)及電能實業(00006.HK),均予「買入」評級,目標價分別上調至54元、5.7元及53元。
匯豐研究目前對中電控股(00002.HK)、煤氣(00003.HK)、粵海投資(00270.HK)及太古A(00019.HK)維持「持有」評級,表示較偏好長線盈利及股東分派均有持續增長機會的防守型股份,當中長建為首選;該行並憧憬中電盈利復甦及資本分配規劃進一步明朗化。
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