《大行报告》里昂上调润电(00836.HK)目标价至14.5元 评级「买入」
里昂发表报告指,华润电力(00836.HK)去年按国际通用会计准则报告纯利为75.82亿元,按年上升15%,大致符合该行预测的75.91亿元。若撇除汇兑损失7.92亿元、社会支出拨备6.67亿元,及减值损失7.12亿元,经调整核心盈利为97.54亿元,按年增长9.8%。
该行表示,润电目标於「十四五」规划增加28吉瓦太阳能及12吉瓦风电产能,虽然该行已预期集团於未来会积极增加可再生能源产能,但此规模(特别是太阳能)是超出了所有人的预期。
里昂上调润电股份目标价,由13.6元升至14.5元,评级维持「买入」,并调升集团今明两年盈利预测3%至4%。
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