汇丰环球研究报告指，美国大选重视市场对全球经济的展望，在亚洲公用股及另类能源业来看，主要忧虑为潜在的押后减息及贸易政策对行业变得不利，尤其是中国及韩国业界。该行指，基本面或不会显著改变，但可再生能源供应链除外。报告认为，美国利率仍与在港上市公用股股价高度相关，但现金流改变及具派息上望空间的企业，估值可与宏观风险分离，从而跑赢同业。该行偏好中电(00002.HK) 及长江基建(01038.HK) 。...
Source Link汇丰环球研究报告指，美国大选重视市场对全球经济的展望，在亚洲公用股及另类能源业来看，主要忧虑为潜在的押后减息及贸易政策对行业变得不利，尤其是中国及韩国业界。该行指，基本面或不会显著改变，但可再生能源供应链除外。报告认为，美国利率仍与在港上市公用股股价高度相关，但现金流改变及具派息上望空间的企业，估值可与宏观风险分离，从而跑赢同业。该行偏好中电(00002.HK) 及长江基建(01038.HK) 。...
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