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港股异动|新奥能源高开3.55%中期业绩符合预期券商唱多
格隆汇 08-27 09:25
格隆汇8月27日丨新奥能源(02688.HK)高开3.55%,报86港元,成交2538万港元,总市值967亿港元。新奥能源披露的半年报显示,公司实现营业收入人民币353.44亿元,同比增长33.2%;实现毛利人民币55.98亿元,同比增长20.1%;实现归母净利润33.62亿元,同比大幅增长88.7%;实现核心净利润27.34亿元,同比增长14.4%。广发证券随后发布研报称,中期业绩基本符合预期,公司为港股燃气龙头企业,上游气源具有优势,下游城燃销气量有望保持增长,综合能源业务预计为未来业绩增长点,由于公司业绩增长点较多,以及稳定增长的运营现金流较为亮眼,我们基于2019年18倍PE,给予合理价值为91.20港元/股,维持“买入”评级。野村亦发布研报称,虽然新奥能源的零售销售燃气量增长放缓及毛利率持续受压,但该行认为公司目标提供多元化服务予现有客户,其综合能源业务及增值服务能长期达到增长,能抵销上述影响。重申其“买入”投资评级,上调目标价13.44%至103港元。
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