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汇丰研究升新奥能源(2688.HK)目标价至93港元评级“买入”
格隆汇 08-23 11:36

汇丰环球研究发表报告指,新奥能源(02688.HK)上半年纯利按年增长89%至33.62亿元人民币,撇除一次性项目後,上半年核心纯利按年增长14%至27.34亿元人民币,表现优於该行预期。业绩主要动力为零售天然气销售量按年上升15%,及受综合能源及增值服务业务所推动,但部分影响被单位毛利按年下跌6.5%抵销。

该行上调对新奥能源股份目标价,由89港元升至93港元,评级维持“买入”。汇丰研究表示,喜好集团的销气量增长和综合能源业务的多元化。虽然集团的天然气分销及接驳毛利有所收缩,但其综合能源业务正快速增长,该业务今年上半年的毛利达2.06亿元人民币,较去年全年增长44%。

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