《大行報告》瑞銀:龍源(00916.HK)去年業績遜市場預期 但重申評級為「買入」目標價16元
瑞銀發表研究報告指,龍源電力(00916.HK)發去年業績指引,遜於市場預期。集團發出業績警告,預期2022財年淨利潤為44億至52億元人民幣,較2021年的74億元人民幣按年下降30至40%。根據目前有限的信息和假設減值15億元人民幣,該行估計2022財年的經常性項目將在59億至67億元人民幣之間,或中間點為63億元人民幣,比市場預期的69億元人民幣低5%。
該行認為,與烏克蘭相關項目的減值將是一次性事件,而渦輪機更換計劃從長遠來看應該有利於集團,因為更大的渦輪機將達高效率。該行重申龍源電力「買入」評級,目標價16元。
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