小摩:升华润电力目标价至21.5港元 维持“增持”评级

新浪网
16 May

热点栏目自选股数据中心行情中心资金流向模拟交易客户端摩根大通发布研报称,考虑到华润电力燃料成本下降幅度超出预期,上调集团2025财年的盈测4%。至于2026财年,即使煤炭价格低迷,但考虑电价下降幅度更大,对其盈测下调9%。该行上调对其新能源业务板块目标估值倍数,目标市账率由原先0.7倍上调至0.8倍,目标价相应由20.5港元上调至21.5港元,维持“增持”评级

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