匯證:重申偉能集團(1608.HK)“買入”評級 目標價3.2港元
匯豐證券發表研究報告指出,偉能集團(1608.HK)公佈於緬甸與一個戰略伙伴以聯合體贏得三個液化天然氣發電項目,總合約容量為900兆瓦,為期五年,反映集團已鎖定75%的中期新增儲能目標。匯證持續看好偉能集團將透過獲得緬甸項目鞏固其強勁增長,重申“買入”評級,目標價維持3.2港元。
報告指出,偉能集團期望所有緬甸項目將於2020年上半年開始商業運營,該行預計進一步的細節,包括集團在財團中的股權及資本承諾,將在短期內宣佈
報告又指,根據協議,偉能集團將從MyingyanI項目調配74.9MW發電容量至緬甸Magway項目,以靈活及適時地配合當地電力供應規劃,預計該項目可於今年12月投入商業運作,匯證認為這正好反映了分佈式發電(DPG)的彈性本質。
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