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小摩:升华润电力(00836)评级至“增持” 相信具有良好价值

Zhitong Finance ·  Nov 19, 2024 07:43

摩通认为,市场对减电费忧虑可能被放大,即使假设未来两年电费大幅下调,润电现时收益率约7%,仍是买入机会。

智通财经APP获悉,摩根大通发布研究报告称,相信由于中国的用电量增长仍然强劲,电费只会以温和的步伐下降。相信华润电力(00836)具有良好价值,并将其股票升至“增持”评级。

报告中称,公司自7月初以来跑输指数超过35%,可能是由于对明年电费下调及资本忧虑,以及同行业绩逊于预期所致。摩通认为,市场对减电费忧虑可能被放大,即使假设未来两年电费大幅下调,润电现时收益率约7%,仍是买入机会。

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