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大行評級 | 大和:維持華潤電力(0836.HK)跑贏大市評級 目標價升至22港元
格隆匯 02-11 13:03
格隆匯2月11日丨大和發表研究報告稱,華潤電力(00836)預計去年淨利潤按年跌70至80%,按此推算即錄盈利15億至23億港元,勝該行原先預期,因其部分同業初步估計錄虧損。基於下調了去年燃料成本預測,將潤電目標價由20.5港元調高7.3%至22港元,維持“跑贏大市”評級。 大和表示,留意到5500大卡/公斤動力煤現貨價格年初至今上升40.2%。雖然國家發改委週三(9日)指要穩定煤炭價格,並確保煤炭供應,港口及產地的目標價格上限爲每噸900元及700元人民幣,但認爲煤炭獨立發電廠仍受到燃料成本高企的壓力。
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