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《大行報告》大和降港華燃氣(01083.HK)評級至「跑贏大市」 料燃氣銷量今年難復甦
阿思達克 06-24 14:37
大和發表研究報告,港華燃氣(01083.HK)管理層近日透露次季天然氣銷量復甦及住宅接駁回升表現均慢過預期,對其看法再次轉趨略為保守,料燃氣銷量今年難復甦,評級由「買入」降至「跑贏大市」。

報告指,港華燃氣的股價自3月份谷底已反彈14%,但燃氣量復甦步伐差過預期,住宅接駁量亦較同業落後,對比同行4月及5月燃氣銷量分別按年增長7%至8%,以及9%至10%,該公司4月份銷量增長13%後,5月增幅卻回落至6%,令今年首五個月銷量下跌6%。

該行將全年燃氣銷量預測由升1%下調至持平,並將接駁量預測由升6%降至跌1%,考慮到北方及東北部目前的疫情,對遼寧下半年燃氣銷量增長保持審慎看法。大和又下調2020至2022年每股盈利預測約2%至3%,目標價由4.2元降至4.1元。

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