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《大行报告》瑞信升新奥能源(02688.HK)目标价至93元评级「跑赢大市」
阿思达克 06-04 10:43

瑞信发表研究报告,预期新奥能源(02688.HK)将受惠渠道改革,销量及毛利率将复苏。该行预期受到城市气价下跌(约10%)带动,2021年需求将会上升,预料新奥能源2019-2021年销气量将分别增长20%、19%及23%。

该行预期新奥能源2021年的毛利率将由每立方米0.61元人民币升至0.63元人民币,主要由於渠道改革後供应充足,工业需求恢复,冬季紧张情况减少所致。

该行将新奥能源2020-2021年每股盈利预测上调1%-5%,目标价由89元升至93元,评级「跑赢大市」。

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