大和:升中國神華(1088.HK)評級至優於大市 目標價上調至16.9港元
大和發表研究報吿表示,中國神華(1088.HK)重申未來將會維持穩固的派息政策,公司亦具有強勁的現金流,料2021年-23年將能每年產生380億元-420億元人民幣的自由現金流,料2021-23年的股息收益率能夠維持在14%,認為相關股息率具吸引力,將其目標價由15.5港元上調至16.9港元,並將評級由持有調升至優於大市。
大和表示,預期公司將受惠於再生能源業務擴展,目標在2025年能達“碳達峯”,亦指公司計劃於2021-25年期間,每年能產生600兆瓦的可再生能源。

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