《大行報告》花旗料華能及華第三季現虧損 看好龍源、中廣核及長江電力
花旗發表報告指,華能(00902.HK)及華電國際(01071.HK)近兩個月股價各累升75%及61%,主要是市場憧憬受惠新能源業務發展、憧憬內地電價可調高以抵銷煤價上漲,但該行料華能及華電於今年第三季業績會錄虧損,因單位燃煤價格已按年上升逾30%,料小幅電價上調難以抵銷煤價上漲的影響。
該行預計國家發改委不會上調基準電費,認爲華能及華電近期股價升幅已屬過度。該行較看好以從事清潔能源業務的龍源電力(00916.HK)、中廣核(01816.HK)及長江電力(600900.SH)。花旗指,內地8月電力需求增速減慢,部分原因是經濟放緩,局部省份電力短缺。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.