大和:降港華燃氣(1083.HK)評級至“優於大市” 目標價4.1港元
大和發表研究報告稱,港華燃氣(1083.HK)4月及5月份的天然氣銷量增長都較其他城燃同行遜色,因此將公司今年天然氣銷量增長預測從按年增加1%下調至持平。考慮到公司今年天然氣銷量難以完全恢復,而且新住户接入也弱於同行,故將其評級由“買入”下調至“優於大市”,並將目標價由4.2港元,略降至4.1港元。
大和指,由於目前中國北方和東北存在疫情二次反彈的可能性,以及俄羅斯天然氣供應很難在明年第四季度前抵達遼寧,對該省的天然氣銷量增長勢頭保持謹慎看法。該行又指,因應新冠疫情導致的封城措施,公司今年首季新住户接入按年大幅減少30%,故將公司今年新接入預測由按年增加6%,下調至按年減少1%。

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.