花旗下调电能(00006.HK) 投资评级，由“买入”降至“中性”，基于今年预测股息率5.7厘，对比美国十年期国债孳息4.3厘吸引力不足，该行指，电能股息对比美十年期国债资息的过去五年、十年及二十年平均差距分别为3.2厘、2.7厘及1.9厘，目前有关差距降至1.4厘。在美国加关税后的通胀忧虑下，美十年期国债孳息或有较坚挺表现。
该行又指，电能与长江基建(01038.HK) 或收购泰晤士水务(Thames Water)，但利好催化需时，因泰晤士水务债务重组或较复杂。该行下调对电能今明两年净利润预测2%，反映汇价及加权平均资本成本假设调整，目标价由61元降至48元。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 12:25。)
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