大摩:上调华能国际电力股份目标价至5.5港元 评级“与大市同步”

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May 06
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  摩根士丹利发布研报称,因应华能国际电力股份(00902)首季业绩表现及最新的预期推展,基本保持2025年每股盈利预测不变,明年每股盈测则下调12%,预期今年煤炭价格将持续下跌,可能有助于独立发电公司抵销电价下降带来的负面影响。由于大摩将华能国电今年度派息比率预测从50%上调至55%,相应地目标价亦从5港元上调至5.5港元,评级“与大市同步”。

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