美银证券:升华能国际电力股份目标价至6港元 重申“买入”评级

新浪港股
01 Aug
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

  美银证券发布研报称,华能国际电力股份(00902)在派息率维持58%下,2025年股息率将达8.3%,为该行覆盖的同行股份中最高,且公司的自由现金流显著改善;

  重申“买入”评级,料未来数月热电盈利持续改善将推动估值重评,将公司港股目标价由5.5港元升至6港元,A股(600011.SH)目标价则基于AH股溢价调整,由9.7元人民币下调至8.4元人民币。

  投资者关注华能国际电力股份的煤电电价韧性。由于业绩好过预期,该行分别上调华能国电2025及26年盈利预测16%及3%,以反映利息支出与其他成本下降,以及2026年火电、风电及光伏电价调整。

海量资讯、精准解读,尽在新浪财经APP

责任编辑:史丽君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10