《大行報告》瑞信:不猜測華能新能源(00958.HK)私有化成功率 但料短期可振提風電股股價
瑞信發表報告指,華能新能源(00958.HK)今日(2日)早上公布接獲母企華能集團來信,指其作為潛在要約人考慮就公司所有H股股份作出有條件自願現金全面收購要約,若有關要約進行,公司或私有化並於聯交所退市。
該行表示,不猜測華能新能源的私有化成功率,或其他集團是否也考慮將其上市公司私有化。雖然要約價尚未公布,但估計是次意料之外的計劃將可使華能新能源的股價走高,及振提風電股近期的股價。該行維持對華能新能的「跑贏大市」評級及目標價3.8元。
瑞信認為,目前風電股的估值倍數非常低迷,其中華能新能源估值為今年市賬率0.67倍;龍源電力(00916.HK)為0.59倍;及大唐新能源(01798.HK)僅為0.36倍。
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