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《大行報告》里昂上調潤電(00836.HK)目標價至14.5元 評級「買入」
阿思達克 03-22 10:57
里昂發表報告指,華潤電力(00836.HK)去年按國際通用會計準則報告純利為75.82億元,按年上升15%,大致符合該行預測的75.91億元。若撇除匯兌損失7.92億元、社會支出撥備6.67億元,及減值損失7.12億元,經調整核心盈利為97.54億元,按年增長9.8%。

該行表示,潤電目標於「十四五」規劃增加28吉瓦太陽能及12吉瓦風電產能,雖然該行已預期集團於未來會積極增加可再生能源產能,但此規模(特別是太陽能)是超出了所有人的預期。

里昂上調潤電股份目標價,由13.6元升至14.5元,評級維持「買入」,並調升集團今明兩年盈利預測3%至4%。

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