汇丰研究降港华燃气(1083.HK)目标价至5.8港元维持“持有”评级
汇丰研究发表报告,指港华燃气(1083.HK)
上半年纯利按年升14%至7.56亿港元,不计一次性项目及汇率
因素,核心盈利按年升5%,轻微差过该行预期,主要由于固定边际利润(dollar margin)按年收缩7%,抵销了销量按年增长14%的影响。与之前年度一样,公司并没有宣派中期息。
该行维持港华燃气“
持有
”评级,目标价由6.2港元降至5.8港元,并相信任何由主要股东李兆基发起的系内重组将会成为公司的正面催化剂。
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