《大行報告》大和升龍源電力(00916.HK)評級至「買入」 目標價上調至15.6元
大和發表報告表示,龍源電力(00916.HK)股價自6月9日至今累升20.9%,主因受到中國三峽新能源集團內地上市所帶動,加上龍源公佈更多A股上市的詳情,包括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,且未來幾年母公司有進一步注入風電場資產的計劃。
該行認爲,上述計劃將爲龍源資產增值,而僅爲現有H股股東帶來4.12%的攤薄,因此將其評級由「跑贏大市」上調至「買入」,目標價由11.9元升至15.6元。
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