《大行報告》花旗:華潤電力(00836.HK)收購8個風電場項目 重申「買入」評級
花旗發表研究報告指出,對於華潤電力(00836.HK)斥14.4億元人民幣收購8個風電項目權益,認為該等項目營運不足三年相對較新,並處於免稅期。由於該等風電場去年及今年首七個月純利分別為2.32億及1.17億元人民幣,相信有關交易可增加公司每股收益;當中首七個月的純利,相當於華潤電力今年上半年純利的2.7%。此外,該些風電場位於華東地區,應與華潤電力現有項目有協同效應。
該行認為,華潤電力今年可再生能源產能目標增加6.3吉瓦,按年增長49.9%,公司的可再生能源擴張速度快,重申其「買入」評級,並指公司2022年預測市賬率0.8倍及4.9%的收益率吸引,目標價22元。
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