港股異動 | 獲投行唱好 崑崙能源漲逾4%
格隆匯10月24日丨崑崙能源(0135.HK)在經過昨日短暫調整後繼續反彈,現報7.37港元,漲幅4.1%,暫成交7587.3萬港元,最新總市值638.2億港元。大和研報指,公司位於唐山的液化天然氣接收站正進行擴張及快速增長,現時的低估值未反映下游業務的前景,且而公司股價已過度調整。將由“優於大市”調高至“買入”,目標價7.8港元。里昂指,集團近日公佈收購金鴻控股旗下17家公司之股權,估計相關公司今年淨收益達1億元人民幣,天然氣銷售達10億立方米,預計合併完成後,可為明年全年帶來正面影響。上調集團今年盈測2.2%,2020年及2021年盈利則分別上調3.7%及4.9%,目標價調高至9.9港元,重申“買入”評級。
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