港股異動丨華潤電力漲4% 大行唱多 去年派息同比上升67%
格隆匯4月8日丨華潤電力(0836.HK)漲4%,報8.83港元,總市值425億港元。里昂發佈最新報告稱,華潤電力去年核心盈利約92億元,優於該行預期27%。在40%派息比率下,集團去年派息恢復至每股0.548元,同比上升67%。該行表示,曾與集團管理層進行會議,對方重申會繼續40%以上派息率的政策。該行假設有5億元的減值,股份今年的股息率預計為8.7%。大和亦發表研究報告指,華潤電力計劃在今年增加風力產能3.5GW,預計其資本支出將從去年的200億港元增加至今年的240億港元,自由現金流料維持在負數,上調目標價由9港元至9.4港元,評級下調至“優於大市”。預計潤電2020-21財年收入基本維持不變,每股盈利預測上調31%-37%,以反映營運支出降低以及煤價低於預期的影響。
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