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《大行報告》大摩上調新天綠色能源(00956.HK)目標價至4元 評級「增持」
阿思達克 06-15 10:45
摩根士丹利發表研報指,新天綠色能源(00956.HK)風電及燃氣業務經營表現強勁,首五個月風電產電量按年增長50%,高於該行預期,期內燃氣銷量亦超出公司指引,按年增長12%,當中5月份更升37%。

大摩預期,新天綠色能源將調高新安裝量,特別是2022年將舉行冬奧,預期河北地區今年內會將加快煤轉氣,以將空氣質量PM2.5進一步改善3%。

該行又提到,有部分客戶由於規模小,未能向大供應商購買燃氣,料將轉向新天綠色能源。大摩將其2021至2023年盈利預測上調5.3%、5.9%及4.8%,重申「增持」評級,目標價由3.44元升至4元。

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