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《大行報告》匯豐研究下調中國電力(02380.HK)目標價至5.2元 評級「買入」
阿思達克 03-21 11:38
匯豐研究發表報告,將中國電力(02380.HK)2022和2023年的盈利預測下調4%至6%,目標價由5.3元下調至5.2元,評級「買入」,是該行在獨立發電企業中的首選,因其綠色轉型速度更快,而且未來有更多的催化劑,包括煤炭處理、潛在的A股上市和母公司的資產注入。 報告指,中國電力在綠色轉型盈利和資產增長方面開始見效,新的可再生能源項目的目標是8%至10%的eIRR(經濟內部收益率)。而管理層對分拆上市沒有興趣,但預計3月底會有關於可再生能源補貼的好消息。
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