大和:重申新奧能源(2688.HK)“買入”評級 目標價101港元
大和發報告稱,重申新奧能源(2688.HK)“買入”評級,目標價101港元。該行稱,自公司9月初公佈其內部重組計劃後,其股價大幅下跌15%,但現時已回升13%。
該行稱,新奧能源早前公佈,其主席王玉鎖將所持有的32.83%股權,轉讓予新奧生態,新奧生態將於今年第二季度向投資者發行新股以籌集28億人民幣現金。
該行又稱,2019年上半年的延遲確認收入,或成為公司股價催化劑,預計其2019年業績將會非常強勁。預計農村燃氣補貼可提高公司2019年下半年近兩成收益,加上公司計劃發展能源科技服務,可在當前經濟疲軟的情況下提高天然氣銷售,有信心公司在2019-2021年出現同比升近兩成的天然汽零售銷量增長。

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