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大和降保利协鑫(3800.HK)、龙源电力(0916.HK)评级及目标价
格隆汇 07-12 13:32

大和总研发表研究报告指,保利协鑫能源(3800.HK)近来需要现金偿还债务,惟把新疆协鑫配售股份只获得净现金17亿元人民币,由于保利协鑫有76亿元人民币净债务在2019年到期,导致短期再融资风险高,该行续下调其投资评级,由优于大市”降至“持有”,目标价下调13.46%至0.45港元。大和亦下调其2019-2021年每股盈利16-21%。

另外,大和指龙源电力(0916.HK)在今年第三季风力发电使用率或降低,加上可再生能源配额制(RPS)政策或未能改善补贴,续把其投资评级由“优于大市”降至“持有”,目标价下调6.09%至5.4港元。

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