大和发布研究报告称,重申长江基建集团(01038)目标价63港元,评级由“优于大市”上调至“买入”。
报告中称,集团是唯一一家在2024-26年预测实现每股派息同比增长的香港公用事业公司,加上美联储可能会放慢减息速度,另相对香港公用股,内地业务较低。
该行指出,英国水务监管局(Ofwat)昨日发布了2024年价格回顾(PR24)最终决定,令人意外。考虑到市场认为泰晤士水务是集团的潜在并购候选者,该行认为PR24的决定加大了潜力。
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