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《大行报告》汇丰研究下调龙源电力(00916.HK)目标价至5.6元 评级「买入」
阿思达克 04-14 11:34
汇丰研究发表报告指,虽然新冠肺炎疫情令电力需求减弱,龙源电力(00916.HK)弃风率由4.9%升至5.74%,但其3月风电产出按年增20%,主要受惠风资源较好和产能增长。按管理层指,疫情并无影响主要的增产计划。虽然估值受行业补贴风险影响,但仍维持「买入」评级。

该行下调龙源电力2020-21年盈利预测5-8%,以反映管理层最新指引,目标价由5.8元降至5.6元。

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