《大行報告》摩通上調大唐新能源(01798.HK)目標價18.5%至3.2元 評級「增持」
摩根大通發表報告,基於大唐新能源(01798.HK)本月中公佈的經營數據,上調公司2022年至2024年盈利預測15%至17%,大部分反映風電產量或使用量假設上調,目標價由2.7元上調至3.2元,維持「增持」評級。
該行指,補貼審計爲風電場營運商去年的不明朗因素,但認爲該行覆蓋的國營風電企業已嚴格按規,退還補貼風險低,補貼審計完成應移除不明朗因素。該行料補貼審計在首季內完成。
該行亦稱,在內地風電企業中,較喜歡龍源(00916.HK),其次爲大唐新能源。該行指龍源有強勁的經營往績,資產注入亦可能在今年發生。大唐新能源則爲市值較低及市盈率低企股份,並視該股在風電業中具高風險回報。
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