《大行报告》大和升华能(00902.HK)评级至「持有」 目标价上调至3.55元
大和发表研究报告指,受惠於煤炭价格下跌、财务成本下降及来自联营公司的利润增加,即使疫情下内地首季总发电量有所下降,华能国电(00902.HK)上半年业绩仍胜预期。另外,华能於5月宣布母公司计划在未来6个月内增加H股持股量,占已发行总股本不超过2%,至目前仅增持约0.6个百分点,料股价将有进一步支持。
该行考虑到单位燃料成本及财务成本下降,将2020至2022年每股盈利预测调高38%至59%,目标价由2.9元上调至3.55元,评级升至「持有」。
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