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港股异动 | 龙源电力(0916.HK)涨逾10% 机构看高公司股价至6港元
格隆汇 07-30 13:17
格隆汇7月30日丨龙源电力(0916.HK)午后加速拉升,现报5.09港元,涨幅10.17%,最新总市值409.1亿港元。瑞银研报指,相信同业近期的私有化,或会触发投资者重新审视龙源电力,指其明显估值折让,因行业有关收购(主要是母公司)提供了42%至66%的溢价。即使没有私有化,龙源在明年仍有估值重评的可能,因预期集团的自由现金流将转正,而且新平价项目消除了补贴问题,料推动集团明年及2022年盈利分别增长12%及16%,并有10%的股本回报率。将公司目标价由5港元升至6港元,评级维持“买入”。

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