You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩升中廣核新能源(01811.HK)目標價至2.85元 評級「增持」
阿思達克 06-11 12:17
摩根士丹利發表研究報告,指中廣核新能源(01811.HK)是內地「碳中和」概念及電力需求上升的最佳電力股投資對象,今年首五個月風電產量按年升71%,勝該行預期,增幅亦遠高於同業。該行料增長勢頭未來數個月持續,上調今年至2023年每股盈測分別7%、10%及11%,亦反映南韓項目表現改善,目標價升14%,由2.5元上調至2.85元,評級「增持」。

報告引述公司稱,71%增幅的三分之二來自產能擴張,三分之一來自採風改善。公司現價估值相當於預測市帳率1倍,處於發行新股最低門檻。即使公司私有化計劃終止,公司最終仍有需要併入中廣核集團的再生能源平台。報告補充公司估值吸引,現價相當於今明兩年預測市盈率分別6.7倍及6.1倍,遠低於龍源電力(00916.HK)分別17.4倍及14.6倍。

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.
uSMART
Wealth Growth Made Easy
Open Account