《大行报告》大和降煤气(00003.HK)评级至「跑输大市」 目标价下调至10.6元
大和发表研究告,指煤气(00003.HK)下半年本港销售会继续积弱,特别是受到本地第三波疫情爆发影响,加上短期受中美关系紧张影响,评级由「持有」降至「跑输大市」,目标价由13.71元,降至10.6元。
该行指,内地气体销量於第二季复苏,但增长缓慢,首季跌15%,上半年跌6%;香港方面首五个月销量跌3.9%,预期下半年气体销售的复苏会受新一波疫情阻碍,同时全球的锁国政策似乎亦会於下半年持续。
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