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大行評級 | 美銀證券:重申龍源電力(0916.HK)買入評級 目標價升至21港元
格隆匯 08-31 14:05
格隆匯8月31日丨美銀證券發表研究報告指,龍源電力(0916.HK)母公司中國能源投資計劃在未來三年向龍源注入21GW風電資產,高於該行對五年內注入10GW的估計,預期涉及資本支出1,860億元人民幣。此外,龍源亦計劃在2025年之前增加11GW風電及19GW光伏產能。該行將公司今年每股盈利預測上調1.8%,並將明年盈測下調3.7%,考慮到產能提升,將目標價由18港元上調至21港元,並重申買入評級。該股現報15.68港元,最新總市值1260.1億港元。
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