大行评级|摩根大通:对华能国际电力看法转为审慎 评级降至“减持”

格隆汇
Sep 26

格隆汇9月26日|摩根大通指,对华能国际电力看法转为审慎,基于该股今年累升29%,跑赢同业按年持平表现,并预先反映其基本面。该行认为,华能国电今年急升基于胜预期的煤电业务,但见该部分盈利率进一步扩大空间有限,基于煤价回升,并已较6月低位升逾10%,以及明年电价不确定性。该行亦见派息增长不确定性,基于可再生能源投资或在十五五计划期间高企,去年58%派息率已高于其承诺的50%。加上煤价见底及长期煤电...

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