大和:重申龍源電力(0916.HK)買入評級 目標價上調至14港元
大和發表研究報吿指,龍源電力(0916.HK)通過資產交換取得2.042GW優質風電場資產,其股本回報率達16.8%,通過向龍源A股進一步注入可再生能源資產,預期未來將有更高增長,重申對其買入評級,將目標價由12.3港元上調至14港元。
大和指,龍源電力除與平莊能源資產交換外,亦計劃以每股11.42元人民幣,發行3.42億A股合併平莊能源,認為交易對公司來説具有增值作用,將有利公司未來可通過A股平台進行融資,並預期將有更多可再生能源資產注入A股,以支持其可再生能源擴張及強勁的每股盈利增長。
該行又指,龍源電力去年獲得可再生能源補貼收入約50億元人民幣,較原先35億人民幣的指引為佳,並預期公司在2021至25年期間將向龍源A股注入20GW可再生能源資產,料有更高盈利增長及提升每股盈利約15%。
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