《大行報告》摩通料再生能源股跑贏 倘華能(00902.HK)及潤電(00836.HK)季績後股價回調逾一成屬吸引
摩根大通發表研究報告,指現時對內地電力股看法更爲正面,因內地政府對電力費率改革將更有助企業盈利,並認爲華能國際(00902.HK)估值吸引,但市場暫未有興趣增持股份,主因煤價上升令投資者需時探討其第三季表現和未來盈利的可見性。
該行指,內地部份省份電價已提升20%,預期電價提升的部份會於今年第四季反映。同時,部份省份推行限電措施,相信在煤價上升和冬季取暖季節下將難以收回限電限制。
摩通料短期可再生能源表現會跑贏,因並無煤價成本的因素,故相信華能和華潤電力(00836.HK)於季績後股價若回調逾一成以上,將屬屬吸引。
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