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《大行報告》匯豐研究上調潤電(00836.HK)目標價至26.6元 評級「買入」
阿思達克 01-06 09:42
匯豐研究發表報告,指華潤電力(00836.HK)最近股價回落並不影響對其積極看法,因潤電的綠色轉型投資主題仍然完好,期望可再生能源和煤電業務有更好的回報。該行維持「買入」評級,目標價由24.1元調高至26.6元。 匯豐研究將潤電2021年的盈利預測降低4%,但將2022年和2023年的盈利預測提高2%至8%,以反映對產能、燃料成本和關稅的最新假設。 另外,該行提到,早前有外媒報道潤電擬分拆再生能源業務,來港上市籌10億至20億美元。這意味著估值僅為2021年上半年市賬率的1.3倍,不算令人鼓舞。公司表示,正在探索釋放價值的所有選項,因此該行認為在這個階段,關於分拆事宜還沒有最終決定。
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