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野村:維持華潤燃氣(1193.HK)目標價41港元 本月銷售料止跌回穩
格隆匯 04-02 12:09

野村發表研究報告指,華潤燃氣(1193.HK)管理層於電話會議上表示,隨着燃氣廠復工投產和潛在的民用上行需求,預期天然氣銷售將於本月止跌回穩,按年比較持平,亦有信心天然氣銷售增長能較同業高5-6個百分點,維持目標價41港元,重申“中性”投資評級。

野村續指,管理層料隨着寧波城市項目於今年上半年完成併購,將改善潤燃的天然氣銷售及利潤,亦認為今年每立方米利潤或按年下降至0.56-0.57元人民幣,亦指除了農村地區外,民用燃氣接駁或達280萬至300萬户。

野村稱,潤燃維持去年派息比率38%,以應對疫情發展,管理層亦指今年資本開支預計為75億元。

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