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大行評級|花旗:微降龍源電力目標價至7.1港元 重申“買入”評級
格隆匯 04-01 12:25

花旗發表報告表示,重申對龍源電力的“買入”評級,目標價由7.2港元微降至7.1港元。該行指,龍源股價爲預測市盈率7.4倍,加上其0.6倍市賬率及4.1%收益率,看似價格低廉。該行下調對公司今明兩年淨利潤預測1%至3%。

該行又表示,龍源去年盈利未達預期,受項目組合變化導致非控股權益超出預期影響,但營運利潤因產量增長和平均風電價格上漲而按年升9%。隨着2025財年荒地新增裝機容量按年降14.4%至5吉瓦,資本支出減少,自由現金流將有所改善。

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