《大行》花旗降華潤電力(00836.HK)目標價至22.5元 料今年火電產量按年跌1%
花旗發表研究報告指,將華潤電力(00836.HK)今年的火電產量,由之前預測的按年增4%下調至跌1%,並將其2025至2027年淨利潤預測下調6%,目標價降2.2%,由23元下調至至22.5元,維持「買入」評級,指目前股息回報6.3厘屬吸引水平。
該行預計,華潤電力上半年淨利潤將按年上升1.6%至95.11億元。由於單位燃料成本下調,撇除一次性項目,預期經常性淨利潤按年升15%。該行提到,公司可能在今年下半年至明年上半年,透過A股上市分拆可再生能源業務,另外,去年公司的派息率為40%,並預期未來不會降低。
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