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《大行報告》美銀證券下調潤電(00836.HK)目標價至18.8元 評級「買入」
阿思達克 03-18 09:40
美銀證券發表報告指,今年首兩個月秦皇島5,500大卡動力煤平均價維持在高位,達每噸1,096元人民幣,高於該行今年預測的每噸770元。而華潤電力(00836.HK)需要將市場銷售電價提升超過16%,或平均煤價降低逾25%,每股盈利表現才可優於該行預期。 該行估計,單位燃料成本每改變1%,對華潤電力今年的每股盈利影響為3.9%。另外,集團稱首兩個月市場銷售電價上升了10%,低於該行今年預測的16%。 美銀證券下調潤電股份目標價,由19元降至18.8元,評級維持「買入」,並調低集團今年每股盈利預測17.4%,明年則升7.1%。
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