花旗发表报告表示,重申对龙源(00916.HK) “买入”评级,目标价由7.2元降至7.1元。该行指,龙源股价为预测市盈率7.4倍,加上其0.6倍市账率及4.1%收益率,看似价格低廉。该行下调对公司今明两年净利润预测1%至3%。
该行又表示,龙源去年盈利未达预期,受项目组合变化导致非控股权益超出预期影响,但营运利润因产量增长和平均风电价格上涨而按年升9%。随着2025财年荒地新增装机容量按年降14.4%至5吉瓦,资本支出减少,自由现金流将有所改善。(fc/)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)
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