《大行報告》美銀證券升中國電力(02380.HK)目標價至2.55元 再生能源項目融資成本降
湖南省自8月1日起下調電費3.8%,美銀證券發表報告認為對中國電力(02380.HK)為不利因素,不過公司今明兩年提升可再生能源產能,料可抵銷相關不利影響。該行料中國電力在債務對資本比率達70%前仍可擴大產能,而可再生能源項目融資成本下降亦電力公司有利。
基於以上因素,該行下調中國電力今年每股盈利預測15%,明年則上調5%,目標價相應自2.15元上調至2.55元,重申「買入」評級。
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