大行評級|美銀:下調華潤電力目標價至22.4港元 下調2025至26年每股盈測
美銀證券發表報吿指出,預期華潤電力配股將對2025年盈利預測造成6%的攤薄,股本回報率下降0.8個百分點。該行對潤電2025至2026年每股盈利預測平均下調19%,以反映配股及可再生能源前景更具挑戰性的因素。此外,該行認為雖然潤電的股本回報率較同業高,股息率達5.4%,惟公司的風能/太陽能業務風險上升,因此該行維持對其“中性”評級,目標價由25.2港元下調至22.4港元,對其2025年股本回報率預測由15%下調至13%。
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