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里昂升润电(0836.HK)目标价至16.1港元评级“买入”
格隆汇 08-22 14:01

里昂发表报告指,华润电力(00836.HK)提升其获资助风电场新增产能目标,同时计划以相关应收资助发行资产抵押债券,而煤价跌幅或高于该行预期。即使润电派息比率维持于40%,亦已意味股息率高达5.9%。

加上该行预测直接售电的均价提升,同时燃煤电费未必降价,料润电盈利能力将持续回复,升今明两年盈测分别0.7%及2.6%,目标价相应自16港元稍上调至16.1港元,重申“买入”评级。

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