大摩:升华润电力目标价升至23.7港元 予“增持”评级

智通财经网
07 May

智通财经APP获悉,摩根士丹利发布研报称,根据华润电力(00836)去年的实际业绩,分别将2025及26年的每股盈利预测上调1.4%至4.9%,并预期煤炭价格会下降,相应将对集团的目标价由22.5港元升至23.7港元,并予“增持”评级。大摩认为,煤炭独立发电厂将在未来几年受惠于煤炭价格下降以及容量电价的优惠政策;该行看好华润电力在煤炭和风力发电项目中的利用小时数高于同行,反映其资产质量更佳。尽管...

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