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Bernstein:看好燃气行业基本面 上调华润燃气(1193.HK)目标价至41港元
格隆汇 11-05 16:48

美资券商博恩斯坦(Bernstein)发布报告称,中国燃气行业的部分公司估值开始显得过高,因接驳费未成长,毛利率也是持平,认为华润燃气(01193.HK)约7%的盈利增长不足以支持20倍的预测市盈率,将其投资评级下调至“落后大市”,但将目标价上调15%至41港元。

该行表示,仍然看好该行业的基本面,维持中国燃气(00384.HK)、新奥能源(02688.HK)和昆仑能源(00135.HK)的“跑赢大市”评级。

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