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《大行報告》大和降龍源電力(00916.HK)評級至「持有」 目標價上調至5.5元
阿思達克 03-21 15:24
大和發表報告,關注龍源電力(00916.HK)去年第四季業績表現,認爲盈利有可能較市場預期遜色。該股近期股價強勢,2月升18.1%、3月初至今升3.3%。市場預期仍然進取地高,估計去年盈利76.87億元人民幣,按年升57%,若果本月27日公佈的業績最終未達預期,股價有可能調整,將其評級由「跑贏大市」下調至「持有」,目標價由5.3元略升至5.5元,以反映在市場重估國企下,其今年預測市賬率由0.5倍升至0.52倍。 該行認爲公司今年首季表現並不吸引,首兩個月風電發電量按年跌0.6%。該行對公司今明兩年每股盈利預測,較市場預期低8%至9%,主要因爲對電價及風電產能使用時間的估算不同。
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