《大行報告》摩通:潤電(00836.HK)估值吸引 適時吸納
摩根大通發表報告,撤回對中國火電行業今年第一季的審慎看法,並建議在目前水平增持華潤電力(00836.HK),認爲集團股價在年初至今大幅回調38%後估值吸引,現價相當於今年市賬率0.9倍,低於行業平均的1.4倍。
該行表示,潤電現時風險回報更具吸引力,相信煤價下跌及電價提高,可令其燃煤業務盈利在第二季顯着反彈。而且市場波動下板塊輪轉至電力/可再生能源股,亦可縮小潤電與同業的差距。
摩通維持對潤電股份「增持」評級,目標價24.5元。
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