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CLP Holdings Limited 2023-06-21T11:19 財經茄呢啡 摩通則形容中電澳洲業務最壞時期已過,下半年盈利將見反彈。摩通把中電評級由「中性」調升至「跑贏大市」,目標價由57元升至67.5元。
CLP Holdings Limited 2023-06-21T11:19 財經茄呢啡 大摩把中電評級由「與大市同步」提升至「增持」,亦將目標價由原來的68元,提高至70元。
CLP Holdings Limited 2023-06-21T11:19 財經茄呢啡 摩根士丹利認為,中電的澳洲業務錄得大幅虧損,因為燃料成本上漲,遠期電力合同以低電價出售,及供應鏈受阻。但是今年電廠發電量正在上升,燃料成本亦較去年9月時的高峰回落51%,預料澳洲業務經營利潤有望今年下半年大幅改善,明年更或按年增長40%。
CLP Holdings Limited 2023-06-21T11:19 財經茄呢啡 中電(0002)旗下澳洲電力業務旗艦EnergyAustralia傳出獲澳洲麥格理洽購五成權益。摩根士丹利及摩根大通發表報告指出,預期中電的澳洲業務表現會復蘇,並且有望帶動該股增派股息。
CLP Holdings Limited 2020-02-25T16:08 財經茄呢啡 中電(0002)去年受香港業務准許回報率下調影響,加上計入EnergyAustralia 的澳洲零售業務商譽減值63.81億元,令去年總盈利大幅下降65.6%至46.57億元。中電維持派第四期中期股息每股1.19元,全年計每股股息3.08元,按年增加1.99%。中電昨日收報81.8元,跌0.24%。
CLP Holdings Limited 2020-02-25T16:08 財經茄呢啡 去年下半年香港經歷社會動盪,中電(0002)推出2億元紓困計劃,緩解中小企客戶及弱勢社群的負擔,以抵消今年上半年的平均淨電費增幅。
CLP Holdings Limited 2019-08-07T07:46 財經茄呢啡 中電(0002)上半年度整體業務由盈轉虧,虧損9.07億元,因為澳洲零售業務需要作出一次過的63.81億元商譽減值,加上香港業務受新利潤管制計劃回報率較前下降。第二次中期息派0.63元,按年增加3.28%。
CLP Holdings Limited 2019-08-07T07:46 財經茄呢啡 中電(0002)為澳洲Energy Australia零售業務的商譽減值,整體澳洲業務營運溢利則大減63.49%至8.24億元,因為需求方面沒有太大變化。中電新購入印度850公里的輸電網絡,同時集團亦會在大灣區內,尋求可再生能源及低碳的項目。
CLP Holdings Limited 2019-08-07T07:46 財經茄呢啡 瑞信指出,中電的中期業績大抵與預期一致,花旗則謂,由於此前中電已發盈利預警,因此該股出現虧損,不會感覺驚奇。
CLP Holdings Limited 2019-06-21T10:04 財經茄呢啡 中電控股(0002)發出上市以來首次盈警,由於澳洲聯邦政府更新零售電價措施,預期會就澳洲EnergyAustralia零售業務所佔的商譽進行減值,涉約60億至70億元。雖然商譽減值為非現金項目,不會對其現金流及營運造成即時影響,但將顯著減少今年上半年所匯報的盈利,預期今年上半年將錄得未經審核的綜合虧損。
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