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《大行》星展升華能國電(00902.HK)目標價至5.8元 列行業首選籲「買入」
阿思達克 08-07 10:23
星展發表研究報告指,預期華能國電(00902.HK)受惠於燃料成本下降,今年上半年的淨利潤將上升約16%。另外,公司計劃今年新增約14GW的清潔能源產能,惟由於需求疲弱,上半年發電量下降2.4%。因此,該行將公司全年發電量增長預測下調2.6個百分點至3.4%。 該行預期,華能國電主要受惠於較低的燃料成本,今年的盈利增長超過30%,且當前估值相當吸引,加上收益率高於5%,並擁有穩健的增長前景,因此維持「買入」評級,將目標價由5.2元上調至5.8元,列為行業首選。
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