《大行報告》美銀證券上調龍源電力(00916.HK)目標價至25.4元 評級「買入」
國家主席習近評在最近中央政治局常委會會議上要求支持和加速增加可再生能源產能。美銀證券相信龍源電力(00916.HK)有能力在2022年低成本地透過股權和債務融資。該行重申龍源電力「買入」評級,將目標價由25元上調至25.4元,相當於預測今明兩年企業價值對EBITDA各13.1倍及11.3倍。
美銀證券表示,債務成本每降低20個基點,龍源電力每股盈利就會提高2.2%,預計2021至2025年間的每股盈利複合年增長率為18.9%。
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