《大行報告》花旗下調龍源電力(00916.HK)目標價至9.2元 評級「買入」
花旗發表研究報告指,考慮到利息支出減少,因此將龍源電力(00916.HK)2023至2025年淨利潤預測上調4.6%至6.7%,但由於可能會延遲收到關稅補貼,目標價相應下調23%至9.2元。
該行指出,隨著有更多項目擴張,相信龍源電力的產能和盈利增長應在今年下半年起至2025年加快,憧憬會有來自母公司資產注入可帶來額外收入來源,又指其現價水平計估值並不昂貴,相信關稅補貼收入減少的負面影響已體現在股價表現上,重申對龍源的「買入」評級。
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