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《大行報告》摩通上調潤電(00836.HK)目標價至23元 評級「增持」
阿思達克 08-26 10:17
摩根大通發表研究報告,指與華潤電力(00836.HK)管理層舉行業績後會議,在電價、再生能源產能增長,以及減碳計劃取得正面反饋。 該行指出,地方政府開始准許將煤價成本轉嫁至電價上,公司利潤有上升空間。再生能源方面,管理層指地方政府確定再生能源產能目標後,料第四季建築速度將加快。 至於減碳方面,潤電已有一系列的潔能項目,例如屋頂光伏、儲能和氫能等,並重申至2025年可「碳達峰」;報告升其2021至2023年盈測介乎2%至8%,目標價由20元升至23元,以反映再生能源盈利增長前景更佳,評級「增持」。
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