匯證:偉能(1608.HK)緬甸新項目將帶來盈利 升目標價至4.9港元
匯證發表研究報告指,有信心偉能集團(1608.HK)在緬甸的3個電力項目將於未來數週逐步開始營運,並於6月下旬至7月初全面運行,基於新項目帶來的貢獻,上調對集團的盈利預測,估計今明兩年將分別錄得4.2億及7億港元溢利。該行將其目標價由3.2港元上調至4.9港元,維持買入評級。
該行指,鑑於強勁的能源需求前景,以及偉能集團於緬甸、斯里蘭卡和祕魯的現有據點,相信到偉能集團於2025年前可實現其3GW的目標。該行續指,集團致力改善營運資金週期,目標在2020財年將其股東淨債務降低20-25百分點,隨着新興增長愈來愈明顯,繼續看好集團發展。

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