《大行報告》摩通上調龍源(00916.HK)目標價至24.05元 為再生能源股首選
摩根大通發表報告指,在龍源電力(00916.HK)及大唐新能源(01798.HK)公布業績及舉行簡布會後,重申對中國風電及太陽能電場營運商的正面看法,主因今年的產能增長加快,而補貼收款改善及直接電力銷售電價增加,料可成新的催化劑。
由於應收款的收取較早前預測快,該行上調相關股份目標價5%至15%,其中龍源為該行首選股,其次為大唐新能源及信義能源(03868.HK)。
股份|評級|目標價(港元)
大唐新能源(01798.HK)|增持|3.95元→4.15元
龍源電力(00916.HK)|增持|21.5元→24.05元
信義能源(03868.HK)|增持|5.3元→6.1元
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