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大行評級|花旗:對龍源電力開啟90日下行催化觀察 目標價下調至6.2港元
花旗發佈研究報吿稱,對龍源電力開啟90日下行催化觀察,預計去年淨利潤將低於市場預期。同時將去年淨利潤預測下調6.3%,今明兩年分別下調1.4%和0.9%;目標價由6.5港元下調至6.2港元,評級“買入”。該行指出,龍源電力去年股價下跌或是因為市場對新項目電價下調的擔憂,以及高資本支出帶來的負自由現金流。但設備單位成本的降低可能會提高新項目的回報。雖然1月份風速較低,發電量同比增長率僅為2.1%,但公司今年市盈率預測為4.7倍,市賬率為0.5倍,估值並不貴。
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