智通财经APP获悉，里昂发布研究报告称，英国食水及污水处理公司Northumbrian Water的最终监管结果好于预期，消除了长江基建集团(01038)重置压力，属一个积极的信号，表明监管机构有意在当前高利率环境下设定足够的监管回报，以吸引必要的公用事业项目投资。考虑到更好的盈利前景，该行将长建目标价由60港元上调至62港元，重申“跑赢大市”评级。
里昂表示，考虑到Northumbrian Water的正面影响，该行对长建2025至2026财年的盈利预测上调2%至3%，但英镑/澳元外汇预测走弱将部分抵销上述正面影响。该行指，在香港/中国内地公用事业企业中，更为看好长建，而非中国燃气分销商，因为其拥有多元化的国际业务，能够产生稳定现金流并持续增加股息。
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