大行評級|摩根大通:維持華能國際電力“增持”評級 目標價為5.9港元
摩根大通發表研報指,華能國際電力上半年純利達到77.8億元,表現大致符合市場預期。由於期內火電和可再生能源利用率下降,摩通認為市場已預期第二季盈利表現會較差,因此相信業績公佈後其股價反應不大,而過去一個月股價累跌15%相信已反映了利潤持續下跌的影響。
摩通表示,期待管理層會在業績電話會議中透露對下半年電價及煤價走勢展望、公司對於電力行業改革的想法,以及分享產能目標及業務最新發展,目前維持“增持”評級,目標價為5.9港元。
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