《大行報告》大和升港華智慧能源(01083.HK)評級至「跑贏大市」 目標價上調至3.3元
大和發表報告指,港華智慧能源(01083.HK)去年核心純利按年增16%至11.9億元,大致符合大和預測。公司指引今年天然氣銷量按年升8%,這與該行預測一致。另集團宣派末期股息每股16仙,意味去年股息率5.5%具有吸引力。該行預期,公司在利潤復甦和資本開支削減的帶動下,2024至26年每股派息或潛在上升。
該行相信,太陽能表現將觸底回升及推動利潤增長,但該行對天然氣仍保持審慎態度。該行將港華智慧能源的評級由「持有」上調至「跑贏大市」,目標價由3.1元調升至3.3元,又將今明兩年的每股盈測上調介乎9%至11%。
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