《大行報告》美銀證券上調大唐新能源(01798.HK)目標價至4元 評級「買入」
美銀證券發表評級報告指,大唐新能源(01798.HK)目標至2025年實現40GW可再生能源產能,惟該行估算其債務資本比率於2025年將達至72%見頂;倘沒有進行股本融資,預測公司在2025年的可再生能源產能僅達32GW。
該行將其2022及2023年每股盈測分別下調32%及19%,較市場預期分別低出18%及10%,以現金流折現率計,將其目標價由3.4元上調至4元,相當於今明兩年預測企業價值對EBITDA分別9倍及8.9倍,維持「買入」評級。
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