《大行報告》瑞銀大幅上調龍源電力(00916.HK)目標價至22元 評級「買入」
瑞銀發表報告,重申看好龍源電力(00916.HK)並繼續為行業首選,將其股份目標價由9元調升逾一倍至22元,評級維持「買入」。
該行認為,對龍源的正面看法未被投資者完全反映,包括集團通過計劃中的A股上市潛在注入高達15吉瓦(現有投資組合20吉瓦)的資產;中央政府可能支付逾期補貼,金額相當於集團市值三分之一;內地推出全國碳交易可能帶來額外收入;及未來有強勁綠色項目,料至2025年達20吉瓦。
瑞銀又稱,龍源目前估值相當於預測市賬率1倍,資本回報率約10%,與其2015年前的1.5倍至2倍/太陽能企業的3.5倍/環球同業的6倍比較更為吸引。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.