《大行報告》美銀證券升北控(00392.HK)評級至「中性」 目標價上調至30元
美銀證券發表報告表示,基於該行上調今明兩年國際油價之預期,因此調整俄羅斯VCNG項目對北京控股(00392.HK)利潤貢獻,分別為今年下跌33%,明年上升7.6%,早前預測是今年下跌60%/明年升31%。
同時該行將其今年度燃氣銷量預測由按年下跌5%調整為持平,整體而言將北控2020至2022年度每股盈利預測分別上調16%、11%及12%,考慮到中國燃氣(00384.HK)估值上升及北控其他上市附屬市值上升,北控目標價相應由26.4元升至30元;且評級由「跑輸大市」升至「中性」。油價上升及公司回購屬潛在股價上升催化劑。
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