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《大行》美銀證券升龍源電力(00916.HK)目標價至6元 重申「跑輸大市」評級
美銀證券發表研究報告,預期龍源電力(00916.HK)的盈利將仍然受到電費和利用率下降的影響。由於即將來臨的風電和太陽能發電容量省級招標結果將導致更多盈利下調,維持龍源電力「跑輸大市」評級,目標價則由5.7元上調至6元。 該行下調龍源電力今明兩年盈測4%,以反映較保守的下半年預測,惟料將被較低的利息成本部分抵銷。該行認爲預測有較高不確定性,特別下半年或再出現資產注入的提振。
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