大和发表报告指考虑到对龙源电力基本面恶化的担忧弃电及电费下降对业务经济造成压力而多项尚未解决的问题可能会抑制近期的上行空间因此将集团2024-25年盈利预测下调21%至22%评级由“持有”下调至“跑输大市”目标价则由5.

智通财经08-05

大和发表报告指考虑到对龙源电力基本面恶化的担忧弃电及电费下降对业务经济造成压力而多项尚未解决的问题可能会抑制近期的上行空间因此将集团2024-25年盈利预测下调21%至22%评级由“持有”下调至“跑输大市”目标价则由5.5港元升至6.1港元。该行指公司的业务模式正在恶化产能扩张已不再是可行的盈利动力。考虑到电价下降料公司次季盈利将按年下降10%至15%。该行预期公司的可再生能源产能在2024年至...

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