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《大行報告》摩通:中資電力股首選潤電(00836.HK) 估值吸引料煤價下跌成催化劑
摩根大通發表報告指,中資電力股選股排名依次為華潤電力(00836.HK),隨後為中國電力國際(02380.HK),最後為華能(00902.HK)。 報告指,潤電估值吸引,預料煤價下跌會成催化劑。該行亦偏好中國電力,惟其股價今年以來跑贏潤電約20%,料部分投資者可能會在公司近期宣布收購清潔能源發電資產後,沽貨鎖定利潤。 該行較不偏好華能,因為估值並不便宜,相當於預測2022年市賬率0.8倍,而且對可再生資產的投資最少。
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