《大行》华泰证券降华能(00902.HK)目标价至5.49元 提前减值影响业绩释放

阿斯达克财经
Nov 01, 2024

华泰证券发表研究报告指,考虑今年以来煤价中枢下行趋势,调整对华能(00902.HK) 煤价和煤电电价预期,将公司今年至2026年的纯利预测由117亿元人民币(下同)、123亿元及131亿元,调整至104亿元、127亿元以及131亿元,看好公司新能源业务长期发展和火电业绩持续复苏,H股目标价由5.67港元降至5.49港元,维持评级“买入”。该行指,华能第三季纯利低过该行预期,主要是因为是提早计提资产...

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