《大行》匯豐研究降華電(01071.HK目標價至4.7元 維持「持有」評級
匯豐環球研究研報指出,華電國際電力股份(01071.HK)(600027.SH)中期業績上,普通股東利潤為35.99億元人民幣,按年增長22%,符合該行預估,受益於燃料成本降低、利息費用減少及永續債股息下降;資產收購後每股盈利略有提升,該行維持華電港股及A股「持有」評級,因估值及盈利更新,將華電(01071.HK)目標價從5港元下調至港幣4.7港元,華電(600027.SH)目標價從6.6元人民幣下調至6元人民幣。
匯豐研究將華電2026至2027年淨利潤預測上調10%至13%,以反映裝機容量增加。
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