大行評級|中銀國際:上調華能目標價至6.2港元 重申“買入”評級
中銀國際發表報吿指,華能今年首季業績表現強勁,歸屬於上市公司股東的淨利潤約46億元,優於該行原預期淨利潤39億元,超出市場和該行預期。其煤電板塊税前利潤約28億,與去年三季度水平相當,説明即使局部電價下調,火電盈利仍有韌性。報吿指,在火電反轉、新能源快速擴張的背景下,華能增加派息的能力得以強化,而其派息意願已在去年提高分紅率至57%的動作中得以體現。該行將華能全年盈利預測上調15%,目標價上調至6.2港元,按50%派息比率測算對應7%的股息率。華能國際仍是其電力板塊的首選標的之一,重申“買入”評級。
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