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港股異動 | 龍源電力(0916.HK)漲逾10% 機構看高公司股價至6港元
格隆匯 07-30 13:17
格隆匯7月30日丨龍源電力(0916.HK)午後加速拉昇,現報5.09港元,漲幅10.17%,最新總市值409.1億港元。瑞銀研報指,相信同業近期的私有化,或會觸發投資者重新審視龍源電力,指其明顯估值折讓,因行業有關收購(主要是母公司)提供了42%至66%的溢價。即使沒有私有化,龍源在明年仍有估值重評的可能,因預期集團的自由現金流將轉正,而且新平價項目消除了補貼問題,料推動集團明年及2022年盈利分別增長12%及16%,並有10%的股本回報率。將公司目標價由5港元升至6港元,評級維持“買入”。

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