华润电力:盈利下调,目标价至 20.5 港元

和讯网
06 Feb

【2 月 6 日,摩根大通发布研报】摩根大通预测中资火电股 2024 年业绩或较市场普遍预期差 2%至 9%,原因包括潜在减值损失、去年下半年使用时数低于预期及燃料成本下降的不确定性。建议投资者在业绩公布后评估相关公司前景,以了解管理层对来年电价展望及整体资本开支计划。摩通将所覆盖研究的中资电力股 2024 及 2025 财年盈利预测平均下调超 10%,目标价下调 2.4%至 15.3%。其中,...

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