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《大行报告》美银证券上调龙源电力(00916.HK)目标价至14.5元 评级「买入」
阿思达克 04-12 10:25
美银证券发报告,指龙源电力(00916.HK)可能会与设备商和地方政府合作建立合资公司,以确保高投资回报率的项目和降低项目成本。为反映公司今年风电和太阳能产能分别新增1.8吉瓦和2吉瓦,以及在2025年前增加30吉瓦可再生能源发电产能,并预计2020至2025年间风电场每年平均电价下降2.4%,2020至2028年间下降2.0%,因此将2021至2023年度每股收益预期下调10.7%、11.4%、8.1%,较早前预测下跌4.6%、增长0.8%、下跌1.8%。

报告指,由於龙源电力2025年的新增产能大於预期,把目标价由13.2港元上调至14.5港元,评级「买入」,并预期龙源可能会以通过收购母公司资产来增强其以建造项目提升每股盈利的策略。

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