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《大行報告》大和:中國電力(02380.HK)及龍源(00916.HK)等中資電力股調整為撈底良機
大和發表研究報告指,近日內地電力股股價全線回調,認為當中並沒有任何基本面原因推動調整,相信是由於端午節假期導致缺乏南向投資者資金流。由於調整可能不是由基本面帶動,該行建議投資者撈底內地電力股,預計南向交易恢復,資金流入將會恢復正常。 該行表示,近日將中國電力行業板塊由「負面」上調至「正面」。當中,中國電力(02380.HK)由「跑贏大市」升至「買入」,目標價由4.1元下調至3.9元;龍源(00916.HK)目標價由12元下調至11元,重申「買入」評級;大唐新能源(01798.HK)及華潤電力(00836.HK)評級均由「持有」升至「跑贏大市」,目標價分別為3.15元及18.8元。
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