《大行报告》瑞信:不猜测华能新能源(00958.HK)私有化成功率 但料短期可振提风电股股价
瑞信发表报告指,华能新能源(00958.HK)今日(2日)早上公布接获母企华能集团来信,指其作为潜在要约人考虑就公司所有H股股份作出有条件自愿现金全面收购要约,若有关要约进行,公司或私有化并於联交所退市。
该行表示,不猜测华能新能源的私有化成功率,或其他集团是否也考虑将其上市公司私有化。虽然要约价尚未公布,但估计是次意料之外的计划将可使华能新能源的股价走高,及振提风电股近期的股价。该行维持对华能新能的「跑赢大市」评级及目标价3.8元。
瑞信认为,目前风电股的估值倍数非常低迷,其中华能新能源估值为今年市账率0.67倍;龙源电力(00916.HK)为0.59倍;及大唐新能源(01798.HK)仅为0.36倍。
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