《大行報告》花旗下調港華智慧能源(01083.HK)目標價至8元 評級「買入」
花旗認為,港華智慧能源(01083.HK)成本上升,城市燃氣分銷的利潤率下降,加上太陽能產能增加目標野心不太,2022年及2023年分別預期達至100萬瓩及達至200萬瓩,將港華智慧能源2022年及2023年純利預測下調10%及19%,將其目標價由10元下調至8元。
該行稱,雖然下調港華智慧能源未來盈利預測,但認為公司2022年零售天然氣銷量增長不錯,按年預測增長12%,2021年至2024年純利年複合增長率達27%,優於同行,加上其估值吸引,重申評級「買入」。
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