《大行報告》大和上調新天綠色能源(00956.HK)目標價至4.1元 評級「買入」
大和發表報告,重申新天綠色能源(00956.HK)「買入」評級,並將目標價由3.7元提高到4.1元,而2021至2023年度的每股盈利預測提高4%至17%,因為電力銷售的利潤貢獻比燃氣業務的毛利率高,而且燃氣業務的利潤率有潛力回升。
另外,大和指,新天綠色能源早前建議非公開發行不超過約11.55億股新A股,集資總額不超過51.1億元人民幣,主要用於投資唐山LNG項目。該提案已在4月獲得股東批准,目前正在接受中國證監會的審批。該行認為做法是公司為未來發展籌集資金的正確方式,同時將股份攤薄效應降至最低,因為新天綠色能源A股(600956.SH)在6月11日的收市價為13.24元人民幣,遠高於其H股在同一天的收盤價3.52元。
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