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摩通:看好風力及太陽能發電場板塊,料上半年相關公司業績強勁

摩根大通發表研究報吿表示,看好風力及太陽能發電場板塊,料今年上半年相關公司將錄強勁業績表現,上調風力及太陽能發電場中期盈利預測7%至27%,以反映上半年的強勁營運表現及產能增加,料龍源電力(0916.HK)及大唐新能源(1798.HK)上半年錄增長分別為約30%及逾50%,

該行表示,現時對龍源而言的催化劑為,完成在A股進行後門上市的程序,及在資產注入方面的明確性較高,現時龍源為風力及太陽能發電場板塊中的首選,該行上調龍源電力2021年至2023年度盈利預測1%至11%,並上調大唐新能源2201年至2023年盈利預測27%,又指大唐新能源現時的正面催化劑,為潛在的企業行動及吸引部分成長型基金投資。

該行將龍源電力及大唐新能源目標價分別上調25%及48%,至17.5港元及2.8港元,評級均為增持;而信義能源(3868.HK)目標價則上調19%至5.7港元,評級增持;信義光能(0968.HK)則升9%至14.5港元,評級中性。

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