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瑞信:升昆仑能源(0135.HK)目标价至5.6港元 评级“跑输大市”
格隆汇 08-28 11:23
瑞信报告指出,昆仑能源(0135.HK) 上半年纯利按年升2%至31亿元人民币,大致符合预期。不过,投资者更关注将于今日举行的简报会,或会提及旗下管道资产或液化天然气接收站有机会转移至国家管网公司的事宜。
该行称,集团天然气销售表现胜预期,虽然上半年经营利润率 按年下跌,但因销量增长达25%较同业佳,期内EBIT按年持平。液化天然气接收站业务则令人失望,因利用率已见顶。
该行上调集团2019-21年每股盈测7%及9%,目标价由5.5港元升至5.6港元,维持评级 “跑输大市”。
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