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《大行報告》瑞銀下調中廣核電力(01816.HK)目標價至1.9元 評級「中性」
瑞銀髮表報告指,市場關注在今年國企改革計劃下,中廣核電力(01816.HK)可能會增加派息。該行認爲雖然公司未來幾年自由現金流相對強勁,但由於整體資產負債率較高,派息增加空間可能有限。該行假設在未來幾年內,其派息率每年增長約2個百分點,而未來12個月0.73倍的市賬率和10%的股本回報率預測已很大程度上反映該前景。 瑞銀預計中廣核電力今明兩年盈利增長分別爲4%和7%,符合市場預期。目標價由2.3元降至至1.9元 ,評級「中性」。
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