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《大行報告》華泰證券上調潤電(00836.HK)目標價至25.33元 業績表現優異
華泰證券發表研究報告指,潤電(00836.HK)去年收入按年增加0.03%至1,033億元;純利按年增56.2%至110億元;派息率62%。該行預計,公司2024至26年純利將分別為152億、171億、及202億元,又認為集團盈利能力優異,目標價由23.89元上調至25.33元,維持「買入」評級。 該行估計,集團2023年火力發電度電核心淨利2.4仙,火電板塊提列資產減損7.6億。隨著煤電兩部製電價實施與輔助服務市場的進一步推進,未來公司火力發電板塊盈利穩定性可望提升。公司預計今年投產火力發電權益裝置容量927.2MW,另外,又預期今年新增新能源裝機10GW。
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