《大行報告》大和降龍源電力(00916.HK)評級至「跑贏大市」 目標價上調至11.9元
大和發表報告指,龍源電力(00916.HK)目前估值相當於今年市賬率1.1倍,高於風電同業的華潤電力(00836.HK)的0.5倍,及大唐新能源(01798.HK)的0.8倍。
該行表示,龍源股價自去年底公布將通過發行A股,與國家能源集團的另一家子公司平莊能源作股份及資產合併後,已上升了34%,但該行認為潛在A股發行對龍源H股進一步估值重評至1.5倍市賬率的可能性有限。
大和下調龍源電力股份評級,由「買入」降至「跑贏大市」,但目標價由11.5元上調至11.9元,並上調集團今明兩年盈利預測4%至6%,以反映對產能增加及利用率的展望正面。
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