《大行報告》花旗上調新天綠色能源(00956.HK)目標價至4元 評級「買入」
花旗發表報告指,考慮新天綠色能源(00956.HK)盈利強勁,將2021年至2022年的淨利潤預測提高31%至37%,目標價提高21%,由3.3元升至4元,維持「買入」評級。
公司預告今年上半年純利將按年增長61%至70%,達15.2億至16.1億元人民幣,大大超出該行和市場預期,盈利強勁的原因包括在產能提升之下風力發電量急增,天然氣銷售價量齊升,以及單位利潤率提高。
花旗提到,公司首五個月累計完成發電量約6,675GWh,按年增加約49%,超過公司今年增長30%的指引。期內售氣量按年增長12%,亦超出集團的全年增長5%至8%指引。
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