港股异动 | 新奥能源涨3.35% 重组股权计划不影响业务前景 大行唱多
格隆汇9月12日丨新奥能源(02688.HK)3.35%,报80.15港元,成交3.45亿港元,总市值901.7亿港元。野村昨日发表研究报告指,新奥能源早前宣布计划重组股权,认为重组计划不会对公司的业务前景造成影响,主席王玉锁的持股下降,而在澳洲的Santos的持股则会上升,或反映出投资机会将跟随天然气供应链将从中游转移至上游的负面讯息。该行维持新奥能源目标价103港元,以及“买入”评级。大和今日发布研报,上调对新奥能源评级,由“跑赢大市”升至“买入”,目标价维持101港元。该行认为,新奥能源股价调整13%后的估值吸引,相当于明年市盈率预测13倍。
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