《大行報告》匯豐研究下調中國電力(02380.HK)目標價至4.2元 評級「買入」
匯豐環球研究發表報告指,中國電力(02380.HK)上半年純利達16.8億元人民幣,按年升114%,符合該行預期,主要是新能源業務利加速等因素推動。
展望未來,該行預料中國電力旗下煤電毛利下半年繼續擴大,尤其公司料其單位燃料成本於下半年進一步下降9%至10%,但該行認為這似乎較為激進。該行將中國電力目標價由4.3元下調至4.2元,維持其評級為「買入」。(ca/w)
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