《大行》大摩微升龙源电力(00916.HK)目标价至9.8元 评级“增持”

阿斯达克财经
18 Feb

摩根士丹利发表研究报告指,受到政府推动市场交易电量影响,龙源电力(00916.HK) 整体可再生能源电价或继续呈现下降趋势,但认为绿电溢价为电价提供了潜在的上升空间。该行预期集团将受惠于潜在的使用时数(utilization Hours)改善,以及因升级及更换过时的风力发电机组而扩充的产能。
大摩将龙源电力目标价由9.7元微升至9.8元,现价相当于今明两年预测市盈率10.5倍和9.3倍,股本回报率(ROE)10%至11%,估值吸引,续予“增持”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-17 16:25。)

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