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《大行報告》大和上調中廣核電力(01816.HK)目標價至2元評級「跑輸大市」
阿思達克 07-30 15:27

大和發表研究報告,提到中廣核電力(01816.HK)收到中國證監會正式書面通知,核准公司發行不超過50.49億股A股,自核准日起12個月有效。該行預期A股發行後能有利降低槓桿比率,料2019年底的淨負債比率會降至141%,但這可能已反映在目前的股價上。隨著較低毛利率的台山項目開始營運,認為其毛利率會在今年繼續下降。

該行將公司2019年的每股盈利預測下調5%,主要是基於更保守的電力輸出預期,將其目標價由原來的1.8元上調至2元,重申其「跑輸大市」投資評級。

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