《大行報告》大摩上調新天綠色能源(00956.HK)目標價至3.44元 評級「增持」
摩根士丹利發表研報指,根據新天綠色能源(00956.HK)管理層制定的指引,預計今年將有超過1GW的新風電產能投用,遠高於此前的500至600MW指引,當中有約391MW已於首季啟用。截至去年底止,公司有1,071MW風電產能已連接但尚未啟用。
大摩指,在天然氣方面,管理層預期今年利潤空間將有所提升,勝於早前預期;另外非公開發行A股已獲中國證監會受理。
大摩認為今年天然氣量可能放緩,但預期明年稍後時間液化天然氣投用,將成為公司未來具成本優勢的長期增長動力,因此將今、明兩年淨利潤預測上調9.3%及3.4%,並預期2023年淨利潤可達到22.06億元人民幣,預測今年股息率可達6.2%,將目標價由3元上調至3.44元,予「增持」評級。
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