《大行报告》里昂降华能(00902.HK)评级至「跑输大市」 目标价下调至2.8元
里昂发表报告表示,根据华能(00902.HK)去年度盈喜,意味公司於去年第四季录净亏损51亿至56亿元人民币,差过该行预期,相信主因上季煤价高企、费用及减值确认所致。
该行将其2020至2022年度盈测下调38%至48%,目标价由3.3元降15%至2.8元,同时在「十四五」计划内可再生能源和更严格的碳排放控制料对煤电行业带来巨大打击,料其未来数年仍要面对资产减值开支,因此将其评级由「跑赢大市」一举下调至「跑输大市」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.