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《大行報告》美銀證券下調粵投(00270.HK)目標價至17.4元 評級「買入」
阿思達克 02-24 15:59
美銀證券發表研究報告指出,水利部日前表示,珠江水流量和降雨量自去年以來持續偏少,同時鼓勵居民和企業節約用水。廣東省水生態環境保護「十四五」規劃提及,西江水利項目是保障供水的重中之重,並支持國家主席主席習近平「十三五」規劃中的粵港澳大灣區建設。 該行指出,有報道指西江水利項目預計將於2023年投產。而此前粵海投資(00270.HK)曾透露如項目投產後,目標向母公司收購西江水利項目。該行相信如收購成功,估計可為公司帶來每股2元淨現值的潛在增長,並將增加及加速公司東江水利項目30年的特許營運權於2030年之前續約的機會。 該行將粵海投資2021至2023財年的每股盈利預測分別削減1%、4%及1%,目標價由17.7元降至17.4元,重申「買入」評級。
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