大行評級|星展:上調龍源電力目標價至6.5港元 維持“持有”評級
星展發表研報,將龍源電力2024財年的風能及太陽能電價預測下調3%至7%;發電量預測下調6.5%。剔除減值虧損後,同時將2024至2025財年盈利預測分別削減16%及14%。該行亦預期,龍源電力2024及2025財年將分別按年增加20%及18%產能。不過由於風能資源較少及棄風率較高,該行預計2024及2025財年發電量分別按年僅增加6%及14%。另外,基於電價降低及費用增加,該行預計2024財年營業額及淨利潤(剔除減值),料分別跌1%及13%;並於2025財年分別回升7%及9%。
基於更多支持政策解決限電問題及電價下降趨勢,星展將龍源電力H股目標價由6.3港元上調至6.5港元,維持“持有”評級。
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