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《大行報告》瑞信升昆侖能源(00135.HK)目標價至8.5元 估值便宜有望追落後
阿思達克 06-15 11:28
瑞信發表報告表示,即使在新冠肺炎疫情下,昆侖能源(00135.HK)今年首四個月下游燃氣銷量按年升20%,明顯跑贏同業之下跌3%。按此推算,公司有望達到今年度銷量按年升15%的目標,而且其他業務表現亦有所改善。

報告又指,近期燃氣股股價已反彈至年初水平,惟昆侖能源則例外,今年至今累跌30%,現價與同業有60%折讓,在下半年潛在催化劑下(中國油氣管道推出),或會為昆侖帶來重新評級機會及收窄與同業的價差。該行重申其「跑贏大市」評級,目標價由6.5元升至8.5元。

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