《大行报告》大摩上调新天绿色能源(00956.HK)目标价至4元 评级「增持」
摩根士丹利发表研报指,新天绿色能源(00956.HK)风电及燃气业务经营表现强劲,首五个月风电产电量按年增长50%,高於该行预期,期内燃气销量亦超出公司指引,按年增长12%,当中5月份更升37%。
大摩预期,新天绿色能源将调高新安装量,特别是2022年将举行冬奥,预期河北地区今年内会将加快煤转气,以将空气质量PM2.5进一步改善3%。
该行又提到,有部分客户由於规模小,未能向大供应商购买燃气,料将转向新天绿色能源。大摩将其2021至2023年盈利预测上调5.3%、5.9%及4.8%,重申「增持」评级,目标价由3.44元升至4元。
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