《大行报告》摩通升保利协鑫(03800.HK)评级至「增持」更看好协鑫新能源(00451.HK)
摩通发表研究报告指,保利协鑫(03800.HK)宣布可能向华能集团出售所持协鑫新能源(00451.HK)的51%权益後(保利协鑫现持有其62.28%权益),将保利协鑫评级由「中性」升至「增持」,目标价由0.56元升至0.57元。
报告指,虽然交易仍未落实,但相信对保利协鑫及华能集团都是合理的,亦可将保利协鑫的价值释放出来。另对协鑫新能源而言,亦是一个提升盈利的交易,因国企持有人能够以较低成本的贷款再融资。
该行指,是次交易对保利协鑫及协鑫新能源都有正面影响,对两者股价亦有上升空间,但更看好协鑫新能源,因交易可增加其盈利能力、亦可助其恢复增长等,故给予评级「增持」,目标价0.38元。
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