港股異動 | 崑崙能源(0135.HK)漲逾5% 機構上調公司目標價至8.6港元
格隆匯7月24日丨崑崙能源(0135.HK)尾盤走強,現報6.52港元,漲幅5.5%,最新總市值564.6億港元。公司昨日公告稱,截至公告日期,國家管網公司仍在就可能資產出售與公司進行磋商,相關細節尚未落實。花旗研報指,中石化冠德向國家管網公司分拆榆濟管道後,崑崙能源股價同時有了跳躍式增長,而中石化冠德此次管道分拆交易的估值為去年市賬率1.45倍,相信目前市場會以該估值方法評估崑崙潛在的分拆陝京管道的交易項目。將公司目標價由7.5港元升至8.6港元,維持“買入”評級,並引入30日催化劑觀察期。

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