You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
摩通予新奥能源(2688.HK)“中性”评级目标价84.5港元
格隆汇 08-23 16:39
摩根大通发表研究报告,指新奥能源(2688.HK) 中期业绩符合该行预期,核心纯利增长达14%。与其他天然气公用股一样,新奥能源天然气销售毛利率下降主要由于天然气成本较高所致。该行指,由于液化天然气交易市场竞争激烈,新奥能源天然气批发业务期内盈利下降。然而,这些负面影响被公司旗下增值服务业务盈利意外增长所抵消,该业务向公司零售客户群销售燃气用具及相关服务。
该行又指,新奥能源天然气销量增长15%大致符合市场预期。该行预期下半年将有下行风险,因为贸易摩擦情况持续。该行给予新奥能源“ 中性 ”评级,目标价84.5港元。该行较看好华润燃气(1193.HK) ,及昆仑能源(0135.HK) ,认为前者客户组合具防守性,后者估值便宜。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account