中資電力股升逾2%-14% 潤電/中國電力/中廣核新能源破頂
恆指及國指今天在內房及內銀支撐反覆續升0.1%及0.4%,報26,629及9,540。中資電力股受捧,多隻股價探頂,其中獲摩通升價54%至20元及重申「增持」評級的華潤電力(00836.HK)三連升,今天股價再探頂,最高見16.14元,為2019年2月以來最高,現報15.68元,續升3%,成交增至3,161萬股。摩通指,潤電為內地第二大已上市的風電/太陽能營運商,且是唯一低於賬面價值(明年預測市賬率為0.8倍)交易營運商。儘管股價年內累升逾75%跑贏大市,同期國指跌5%,但該行仍看到該股有上升潛力,因其再生能源資產市賬率僅1倍,較同業高於1.4倍有約30%的折讓,而潛在催化劑包括再生能源資產分拆、煤價回落及碳交易市場利潤增加,故上調該股目標價近54%至20元,重申「增持」評級。同時,將集團明後年每股盈測分別調高約9%及6%,以反映近期內地電價政策容許更好的成本轉移令毛利率有上升空間,以及30億元補貼應收賬證券化,也代表有較預期為佳的現金收取。
餘下中資電力也全面升逾2%-14%,從事風力及其他新能源發電和售電業務的大唐新能源(01798.HK)終止由紀錄高位六連吐,今天股價重越50天、20天線及10天線(2.12-2.25元),最高見2.3元,現報2.27元,急彈14%,成交增至5,467萬股。中廣核新能源(01811.HK)高見3.91元再創上市新高,現報3.85元,急彈14%,成交增至6,206萬股。
中國電力(02380.HK)繼昨天整固後,今天股價再探頂,最高見2.1元,為2019年2月以來最高,現報2.09元,回升6.1%,成交增至5,495萬股。大唐發電(00991.HK)、華能(00902.HK)及華電(01071.HK)升近2.5%-5%,分別報1.28元、3元及2.37元。
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