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美银证券:升北控(0392.HK)评级至中性 目标价上调至30港元
格隆汇 06-26 11:21

美银证券发表报告表示,基于该行上调今明两年国际油价之预期,因此调整俄罗斯VCNG项目对北京控股(0392.HK)利润贡献,分别为今年下跌33%,明年上升7.6%,早前预测是今年下跌60%/明年升31%。

同时该行将其今年度燃气销量预测由按年下跌5%调整为持平,整体而言将北控2020至2022年度每股盈利预测分别上调16%、11%及12%,考虑到中国燃气(0384.HK)估值上升及北控其他上市附属市值上升,北控目标价相应由26.4港元升至30港元;且评级由跑输大市升至中性。油价上升及公司回购属潜在股价上升催化剂。

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