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港股異動 | 崑崙能源漲逾3% 擬收購金鴻控股旗下17家燃氣公司股權 獲多家大行看好
格隆匯 10-21 10:00
格隆匯10月21日丨崑崙能源(0135.HK)今日續漲,暫三連升累漲逾9%。現報7港元,漲3.86%,暫成交2763萬港元,最新總市值606億港元。而金鴻控股(000669.SZ)目前跌逾3%。崑崙能源上週三(16日)發公告稱擬斥資16.55億元收購金鴻控股旗下17家公司股權,各標的公司主要從事燃氣供應與管理業務。崑崙能源董事認為,這一收購有助於公司在目標市場快速形成規模,有助於公司發揮資源優勢協同發展,有助於發揮公司天然氣業務上下游一體化的體制和機制優勢。美銀美林認為崑崙本次收購金鴻之估值合理,相信崑崙可能是行業整合的關鍵者,維持“買入”評級,因其估值吸引及高於同業之燃氣銷量升幅,目標價11.1港元。富瑞亦指崑崙與中國石油在批發和零售方面的合作產生正面作用,予目標價10.5港元,維持“買入”評級。
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