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大行評級|大和:下調華能國際電力評級至“持有” 次季純利遜預期
格隆匯 07-31 10:11
大和的研究報吿指,華能國際電力次季純利按年跌30%至28.58億元,差過市場預期,認為業績表現疲弱的主因是再生能源業務疲弱,期內風力及太陽能的單位盈利分別為每千瓦時0.183元及0.176元,較去年同期跌24%。該行認為,圍繞可再生能源價格及棄電上升會拖累獨立發電商盈利增長的顧慮正逐步發生。該行同時認為,華能的業績拖累龍源電力及大唐新能源,尤其是在近期股價反彈的背景下。隨着相關公司將在8月公佈業績,該行預料股價回調的趨勢正在出現。大和近日將華能的評級由“買入”降至“持有”。
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