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《大行報告》瑞銀升長建(01038.HK)及電能(00006.HK)目標價 未來五年海外業務迎上升週期
瑞銀發表研究報告指,長江基建(01038.HK)及電能實業(00006.HK)的海外業務在未來5年長迎來上升周期,指相關預測是基於氣候變遷下的公用事業基礎設施升級,以及公用事業公司在財務狀況疲弱下會促使監管機構提高回報率。 該行亦認為英國及澳洲於2024年中的新監管期決策,將成為兩間公司迎接上升周期的催化劑。預計2023年至2028年的每股盈利預測複合年度成長率將加速至8%,而且預期有6%的股息收益率,並首選長江基建。 綜合以上因素,瑞銀將長江基建的目標價由51元上調至73元,重申「買入」評級。該行亦將電能實業的目標價由52元上調至70元,同樣重申「買入」評級。(js/w) ~
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