《大行報告》匯豐研究升中國電力(02380.HK)評級至「買入」 上調目標價至2.7元
匯豐研究發表報告指,中國電力(02380.HK)受惠於風力及太陽能業務成果豐碩,業務純利分別按年升37%及21%,故推動2021年中期純利按年上升17%,符合預期。
報告指,中國電力仍未公布就「十四五」規劃關於新能源的具體目標,該行認為,該目標有機會成為主要催化劑,值得留意。
在管理層宣布轉向氫能及電池業務後,中國電力股價自今年7月起累升32%,加上管理層有明確長遠目標轉向清潔能源,認為現時相當於明年預測市帳率0.6倍的估值吸引,料有更多上行空間以追近行業龍頭,評級由「持有」上調至「買入」,目標價由1.6元調高至2.7元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.