《大行報告》摩通上調潤電(00836.HK)目標價至22元 為行業首選
摩通發表評級報告指,隨著歐洲能源危機及連續兩年內地限電,該行相信內地政府已大幅改變對火電的態度,以確保能源安全,對行業推出更多具支持性的政策。該行相信,投資者尚未計入電價上調及更穩定的燃料成本,所帶來的利好因素。
考慮到電價上調10至15%,高於市場價格基準,該行上調行業明年盈利預測約5%,並將潤電(00836.HK)目標價由21.5元上調至22元,維持其評級為「增持」,是為行業的首選。
股份│評級│目標價
中國電力(02380.HK)│增持│5.3→5.5元
華潤電力(00836.HK)│增持│21.5→22.0元
華能國際(00902.HK)│中性│3.9→4.3元
(ca/u)
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