花旗发表研究报告,将中国电力(02380.HK) 的评级由“买入”下调至“沽售”,并将目标价由3.5元降至2.75元。另外,该行将公司2025至27年的净利润预测分别下调15%、27%及38%。该行认为,受电价下调影响,中国电力2026年预期盈利或按年下滑。虽然预计公司不会削减2025至26年的股息,但其2026年预期股息收益率5.7%,似乎不足以抵销中国电价下行趋势引致的盈利下行风险。(sl/u...
Source Link花旗发表研究报告,将中国电力(02380.HK) 的评级由“买入”下调至“沽售”,并将目标价由3.5元降至2.75元。另外,该行将公司2025至27年的净利润预测分别下调15%、27%及38%。该行认为,受电价下调影响,中国电力2026年预期盈利或按年下滑。虽然预计公司不会削减2025至26年的股息,但其2026年预期股息收益率5.7%,似乎不足以抵销中国电价下行趋势引致的盈利下行风险。(sl/u...
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