野村:維持新奧能源(2688.HK)目標價116港元 評級“買入”
野村發表研究報告指,隨着天然氣價格創新低,年初至今天然氣價格跌逾60%,新奧能源(2688.HK)決定暫緩商議長期供應天然氣的合約,並打算於今年內使用較便宜的天然氣現貨,維持目標價116港元,重申“買入”評級,中國天然氣分銷板塊中首選新奧能源。
野村表示,公司上述舉動符合該行預期,以達致優於同業的更多價差,公司管理層預期今年第四季國家管網公司將營運天然氣接收站,並提供天然氣分銷商更多機會來競投外來輸入的天然氣,亦預期每立方米公司天然氣價差將會擴大4分人民幣。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.