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《大行報告》交銀國際下調龍源電力(00916.HK)目標價至8.57元 評級「買入」
交銀國際發表報告指,龍源電力(00916.HK)中期盈利按年增長19%至50.3億元人民幣,超越市場預期的中至高單位數增幅。上半年經營利潤增長5.1%,該行相信部分來自公司財務費用下降及所得稅持平的推動,預期業績向好有助緩解投資者憂慮情緒。 該行預測,龍源電力今年全年可完成5.5吉瓦的新增裝機,而母公司收購資產進度目前未見突破。考慮到目前其估值已低於宣布回歸A股市場前水平,交銀國際相信對於收購母公司資產計劃推進較預期緩慢的因素,已充分反映在股價表現上,將目標價從10.62元下調至8.57元,評級仍為「買入」。
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