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《大行報告》花旗昇華電(01071.HK)目標價至2.3元 重申「沽售」
花旗發表報告,重申華電(01071.HK)「沽售」評級,受煤價高企影響,去年第四季度淨虧損38億元人民幣,爲史上最大虧損;電價上調,但華電於今年1月仍然無利可圖; 其可再生能源新增產能未能成爲催化劑,該行預期華電2021至2022預測虧損將更擴大,目標價由2.1元上調至2.3元。 該行稱,華電承諾每年每股派息至少0.2元人民幣,息率高達8.3釐,不過其回報不吸引,維持「沽售」評級。在衆多電力股當中,該行較好看華潤電力(00836.HK),因其業務側重於可再生能源。(me/k) ~
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