大行評級|瑞銀:上調寧滬高速目標價至11港元 上調2024至26年盈測
瑞銀髮表報吿指出,寧滬高速管理層重申聚焦收費公路的策略,並將尋找新的收費公路資產,以長期改善整體股東回報。同時,管理層強調即使未來五年資本開支計劃將因應對收費公路的擴張計劃、進一步投資潛在新收費公路及離岸風電項目而持續擴大,亦不會改變穩定的股息政策。此外,管理層認為對新投資的綠地收費公路項目的投資回報合理。
該行將寧滬高速2024至2026年的盈利預測上調1%至6%,以反映來自聯營和合資公司的強勁投資收益,以及節省利息成本。該行將其目標價由10.5港元上調至11港元,評級“買入”。
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