美银美林对昆仑能源(0135.HK)下半年业绩有信心维持“买入”看11.1港元
美银美林报告预期昆仑能源(00135.HK)上半年税后纯利按年跌1.1%至30亿元人民币,相当于全年预测纯利74亿元人民币的41%。该行对公司全年预测纯利74亿元人民币具信心,意味下半年纯利达43亿元人民币。

该行指,受惠於中石油(00857.HK)于2019年4月1日至2020年3月31日续签天然气销售合约,昆仑能源或会获分配更高比例的增量天然气销售额,料公司下半年天然气销量将以更快的速度增长。此外,天然气销售EBITDA利润将较上半年上升0.02元人民币/立方米。该行维持昆仑能源“买入”评级,目标价11.1港元。
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