智通财经APP获悉，花旗发布研报称，将电能实业(00006)评级由“买入”下调至“中性”，目标价由61港元降至48港元，基于今年预测股息率5.7厘，吸引力不足，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。
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，电能与长江基建集团(01038)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。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Most Discussed
No relevant data is available