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《大行報告》瑞信上調華潤電力(00836.HK)目標價至16元 評級「跑贏大市」
阿思達克 03-19 10:05
瑞信發表報告指,華潤電力(00836.HK)去年核心盈利按年增長10%至98億元,大致符合該行預期。而報告純利為76億元,增長15%,主要是受到匯兌虧損及減值所拖累。至於派息比率維持40%不變,代表股息收益率達吸引的7%。

該行表示,潤電管理層指引「十四五」規劃期間新增40吉瓦的可再生能源裝機,較龍源(00916.HK)計劃的20吉瓦高一倍,代表集團的可再生能源裝機或由去年的11吉瓦,增加四倍至2025年的約50吉瓦。

瑞信上調華潤電力股份目標價,由15元升至16元,評級維持「跑贏大市」,並調升集團今明兩年每股盈利預測1%至6%,以反映在可再生能源的產能提高。

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