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《大行報告》瑞銀上調潤電(00836.HK)目標價至29元 評級「買入」
阿思達克 09-14 09:44
瑞銀發表報告,重申予華潤電力(00836.HK)「買入」評級,並為行業首選,目標價由21.5元升至29元,相當於明年預測市賬率1.4倍,反映集團今年上半年業績優於預期。 瑞銀同時上調潤電今年至2023年盈利預測分別15%、10%及5%,主要由於集團今年新增可再生能源產能料達4.9吉瓦,高於該行早前預期的3.9吉瓦;今年的風電利用小時較高,由26%升至27%;及利息成本下降0.6個百分點。 該行相信,集團有未於盈利預測反映的催化劑,包括受惠於碳交易和綠色電價推出、錯峰用電定價改革,及煤價改革等。
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