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大和:預計今年燃氣股將出現多元化表現 推薦新奧能源(2688.HK)
格隆匯 01-07 17:21

大和發佈報告稱,雖然中國三大燃氣分銷商在去年獲得正面的回報,但預計今年3間公司的股價會出現多元化的表現。

該行稱,雖然內地對較便宜的燃氣資源提供短期的正面催化劑及增加滲透率,但中石油(0857.HK)直接出口銷售或會影響。所以,該行推薦綜合燃氣分銷商新奧能源(2688.HK)。

該行預計,新奧能源在今年的表現優於大市,特別在首季尤為突出,而受去年上半年延遲的農村燃氣銷售補貼的盈利帶動,去年下半年能獲強勁的盈利增長。另外,該行認為,潤燃(1193.HK)的每股股息增長會受即將來臨的收購合併而減慢,但預計其強勁的淨現金資產負債表能穩定股價。

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