《大行報告》美銀證券上調龍源電力(00916.HK)目標價至18元 評級「買入」
美銀證券發表報告指,龍源電力(00916.HK)公佈計劃以每股11.3元人民幣,發行3.46億股A股,以交換及合併平莊能源(000780.SZ)。而龍源的母公司國家能源投資集團將向其注入1.8吉瓦的風電場資產,有關資產於去年的投資資金回報率達11.4%,高於龍源於2016年至2020年平均的6.1%。
另外,國家能源投資集團計劃未來再向龍源注入另外21吉瓦的風電場資產,高於該行早前預計的每年注入1吉瓦資產。而龍源龍源亦重申計劃於2025年前新建11吉瓦風電場及19吉瓦的太陽能電場。
美銀證券上調龍源電力股份目標價,由15.5元升至18元,評級維持「買入」。
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