匯豐環球:上調華潤電力(0836.HK)今明兩年盈利預測 維持買入評級
匯豐環球研究發表研究報吿,調高華潤電力(0836.HK)目標價7%,由11.4港元上調至12.2港元,維持買入評級。
匯豐稱,潤電去年核心盈利增一成至98億港元,符合該行預期的96億港元。期內純利增15%至76億港元,但受一次性損失拖累,每股派息0.63港元,略遜該行預期。而業績中最吸引眼球的,是集團預期2021至2025年“十四五”期間,可再生能源裝機容量額外增40GW,高於該行預期。
該行上調對其2021及2022年盈利預測5%,以反映可再生能源管道增加,以及煤電單位燃料成本及利用率的指引。

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