Bernstein:看好燃氣行業基本面 上調華潤燃氣(1193.HK)目標價至41港元
美資券商博恩斯坦(Bernstein)發佈報告稱,中國燃氣行業的部分公司估值開始顯得過高,因接駁費未成長,毛利率也是持平,認為華潤燃氣(01193.HK)約7%的盈利增長不足以支持20倍的預測市盈率,將其投資評級下調至“落後大市”,但將目標價上調15%至41港元。

該行表示,仍然看好該行業的基本面,維持中國燃氣(00384.HK)、新奧能源(02688.HK)和崑崙能源(00135.HK)的“跑贏大市”評級。
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