瑞银发表报告,对内地电力股看法转为中性,因为在考虑到以下因素后,预期基本面将会转弱,包括 今年电价下调幅度高于预期;及电力需求增长前景放缓。该行对独立发电厂的目标价平均下调31%。瑞银将中广核电力(01816.HK) 由“买入”一举降至“沽售”,将中国电力(02380.HK) 及华润电力(00836.HK) 评级由“买入”调降至“中性”。同时将2025至2027年盈利预测下调20%至24%,较市场...
Source Link瑞银发表报告,对内地电力股看法转为中性,因为在考虑到以下因素后,预期基本面将会转弱,包括 今年电价下调幅度高于预期;及电力需求增长前景放缓。该行对独立发电厂的目标价平均下调31%。瑞银将中广核电力(01816.HK) 由“买入”一举降至“沽售”,将中国电力(02380.HK) 及华润电力(00836.HK) 评级由“买入”调降至“中性”。同时将2025至2027年盈利预测下调20%至24%,较市场...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.