中廣核新能源(01811.HK)續漲7.5%曾破頂逼近大摩目標價 龍源升逾7%
本月中旬獲大摩升價的中廣核新能源(01811.HK)今早曾升破本月15日盤中所造52周高位2.8元,最高2.81元,創近六年高,現造2.72元,續升7.5%,成交達1,114萬股(已接近昨天全日成交量),涉資3,034萬元。大摩本月中旬曾指,中廣核新能源是內地「碳中和」概念及電力需求上升最佳電力股投資對象,今年首五個月風電產量按年升71%高於該行預期,增幅也遠高同業,且該行預計增長勢頭於未來數個月持續,故上調公司未來三年每股盈測分別7%、10%及11%,反映南韓項目表現改善。此外,該股估值吸引,現價相當於今明兩年預測市盈率6.7倍及6.1倍,遠低於龍源電力(00916.HK)分別17.4倍及14.6倍。因此,將中廣核新能源目標價由2.5元上調至2.85元,評級「增持」。
至於龍源電力完成發行20億人民幣超短期融資券,該股今早創四個月高,最高見13.88元,現造13.48元,回升7.3%,成交增至1,373萬股,涉資1.84億元。
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