《大行》交银国际:信义能源(03868.HK)去年核心业绩胜预期 目标价升至1.17元

阿斯达克财经
Yesterday

交银国际发表研究报告指,信义能源(03868.HK) 去年收入按年增长7%,纯利跌12%,剔除商誉减值后,核心业绩胜于预测约4%。集团去年由母公司收购860兆瓦项目,符合此前的指引,而考虑到限电、市场化交易等不确定因素,今年尚未有明确的收购规划。

报告提到,信义能源将报表货币由港交改为人民币,经调整预测后,交银国际料其2025至2027年的盈利分别为9.6亿、10亿及10.5亿元人民币。由于公司盈利确定性改善及市场整体估值上调,目标价由1.02元调升至1.17元,维持“买入”评级。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 16:25。)

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