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《大行報告》美銀證券上調華電國際(01071.HK)目標價至2.1元 評級「跑輸大市」
阿思達克 08-30 12:24
美銀證券發表報告,上調華電國際(01071.HK)股份目標價,由1.9元升至2.1元,評級維持「跑輸大市」。 該行表示,在近期股價持續上升後,重申華電評級「跑輸大市」,原因之一為集團的永續債大增,上半年規模升至2,440億元人民幣。至於資產減值損失亦料會持續,集團上半年提計有關損失21億元人民幣,對比去年為17億元人民幣,由於關閉煤電廠的註銷政策要求有變,估計減值將繼續。 另外,美銀預期由於市場電力銷售增加,集團的平均電價會下降。雖然上半年煤電廠市電銷售的電價因煤價上升而增加,但下半年電價估計亦會隨煤價下跌而降低。
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