智通财经APP获悉，大和发布研报称，维持电能实业(00006)“跑赢大市”评级，目标价由60港元降至55港元，将2025至2026年每股盈利预测下调2%，主要是考虑到收入(利息)预测下调30%，但由于英国预期于2025至2026年度重设监管，上调联营公司及合营公司的盈利预测。
大和指出，电能实业去年纯利为61.19亿港元，同比增长2%，符合市场预期。在市场忧虑下，电能实业风险回报较高，其5.8%股息率为香港公用事业股中最高，即将进行的监管重设可能对业务有利。尽管该股现因长和港口交易的争议而备受市场关注，但该行认为该股票当前股息率约为5.8%，并且相较于同行业9%至80%的净负债权益比率，该股票是唯一拥有净现金资产负债表的香港公用事业公司。
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