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麦格理升新奥能源(2688.HK)目标价至90.7港元评级“跑赢大市”
格隆汇 07-25 16:02
麦格理发表报告指,预期新奥能源(2688.HK) 今年上半年燃气销量按年升15%;综合能源收入按年大幅上升1.91倍,惟受到燃气毛利跌6.5%及中石化营销公司股息减少而有所抵销,料集团上半年经常性每股盈利 按年上升12%,而每股盈利更按年大升82%。
报告补充,估计新奥2019至2020年度经常性每股盈利按年分别升15%及8%。此外,据报道,国家发改委计划於今年8月底推出,允许下游燃气经销商可更自由地使用第三方液化天然气终端,料会降低其平均天然气购买成本,相信新奥是重要受惠公司之一。
该行上调其2019年每股盈利预测9.3%,惟下调2020至2021年每股盈利预测1.4%及1.3%,重申“ 跑赢大市 ”投资评级,目标由89.5港元上调至90.7港元。
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