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港股异动 | 获投行看好 华润燃气涨5%
格隆汇 08-28 11:01
格隆汇8月28日丨华润燃气(1193.HK)涨4.97%,报38港元,暂成交4016.5万港元,最新总市值845.1亿港元。中金公司研报指,公司1H19按人民币口径计算的归母净利润同比增长17.6%,略高于我们预测的13-14%。在报告货币港元口径下,未经调整的归母净利润则同比增长10.6%。认为基于人民币测算的盈利更具参考价值。8月初公司与宁波当地政府达成协议,宣布收购宁波燃气项目49%股权。管理层预计此项交易有望于2H19完成,或为公司带来至少8亿立方米的销气增量。考虑公司资产负债表稳健,有望较同业更加受益于项目并购带来的增长,维持跑赢行业评级,目标价45港元。
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