價值型股份追落後 Jason推介留意電力股 - 華潤電力(0836)【專家選股:陳偉聰20210226】
Author: uSMART Securities
內地過去3個月因為天氣嚴寒,令火電的發電量有明顯的高速增長。而近期煤炭價格開始回落,令火電的發電成本有明顯的舒緩,對火電毛利率有提振作用。另外,華潤電力(0836)本身在內地經營很多新能源業務,為內地排第二的風電營運商。管理層亦提到會投放資金及資本開支,繼續增加裝機。至於詳細如何,估值、目標價又是多少?聽聽Jason點講啦!
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