摩根大通:內地電力股仍有上升空間 首選華潤電力
摩根大通發報告指,昨日(29日)內地電力公司股價上升7%以上,因爲有消息稱內地動力煤全面跌穿每噸900元人民幣關口,是近兩年最低水平。再加上庫存增加和進口煤炭價格退潮,可能增加投資者對今年電力公司盈利強勁反彈的信心。因此,即使今年以來內地電力股已升超過25%,但摩通認爲有上升空間。催化劑包括強勁的上半年盈利表現和夏季利用率回升。首選是華潤電力,因爲估值具吸引力,2023年預測市賬率爲1倍,而且是電力市場改革中的長期贏家。
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