大行評級 | 大摩:予港燈、香港中華煤氣增持評級,目標價分別爲8.6港元、15港元
格隆匯2月15日丨大摩發表報告,認爲港燈(2638.HK)在加息週期中,盈利風險低,由於公司80%債務皆計算固定利率。
在香港本地公用股中,該行偏好港燈防守能力。在2023年資本開支計劃完成後,料股息會增加,現價股息率爲4.4%。至於高增長方面,則偏好煤氣(0003.HK),由於生物燃料業務將受惠於油價上漲。該行予港燈“增持”評級,目標價8.6港元;予煤氣“增持”評級,目標價15港元。
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