《大行報告》花旗首予中國電力(02380.HK)「買入」評級 目標價4元
花旗發表報告指,受惠重組及燃料成本下降帶來的利潤擴張,相信中國電力(02380.HK)燃煤電廠或今年扭虧為盈,而2022年淨虧損為13.91億元人民幣;同時該行預料今年單位煤炭燃料成本按年下跌15%。
報告首予中國電力「買入」評級,以現金流折現率計,目標價4元,指現估值吸引,僅相當於預測今年市盈率7.9倍,該行在中國火電板塊喜好排名依次為中國電力、潤電(00836.HK)、華能(00902.HK),最後為華電(01071.HK)。
該行預料,集團需要在2021年至2025年期間,額外增加51吉瓦可再生能源產能,以實現至2025年能源組合結構有90%屬清潔能源的目標。
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