《大行報告》美銀證券上調龍源電力(00916.HK)目標價至15.5元 評級「買入」
美銀證券發表報告,龍源電力(00916.HK)正組合營發展設備,以及與地方政府合作發展高投資回報的項目,有助持續成本效益,公司首季每股盈利增28.2%,並獲1.24億元人民幣之資助。同時當局並未有提及可以將舊項目的資助用於置換新項目。
該行又指,龍源電力首季的風電費用持平,勝預期下跌4%,而今年每1%的電費上升,都有助每股盈利增3%,決定上調對其目標價,由14.5元升至15.5元,此按現金流折現率作估值,重申「買入」評級。
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