《大行報告》摩通下調大唐新能源(01798.HK)目標價至3.95元 評級「增持」
摩通發表報告指,考慮到大唐新能源(01798.HK)首九個月的營運趨勢,將其2021年至2023財年的盈利預測下調10至13%,目標價相應由4.1元降低至3.95元,維持「增持」評級,因公司估值相對於同業具吸引力,以及具私有化的潛力。
摩通指,看好風電和太陽能營運商,原因包括中國的碳中和發展加速產能增長;併網項目組合不斷增加;綠色金融舉措可能降低風電和太陽能發電場營運商的債務成本。該行首選龍源電力(00916 HK),亦偏好大唐新能源和信義能源(03868.HK)。
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