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大和:升崑崙能源(0135.HK)目標價至7.6港元 評級“買入”
格隆匯 07-27 13:23

大和總研發表研究報告指,中國石油股份(0857.HK)上週發表公告表示,同意出售且國家管網集團同意購買包括主要油氣管道、部分儲氣庫、油庫、液化天然氣接收站及其附屬設施以及鋪底油氣等相關資產。該行相信,這項交易會對崑崙能源(0135.HK)有利,重申“買入”評級,將目標價由6.8港元上調11.76%至7.6港元。

大和指,根據中石油的公告,崑崙能源並未被列入國家管網集團的股東名單,認為其陝西-北京管道”(SJ管道)有機會以純現金要約方式轉讓予國家管網。該行又認為,若中石油有機會派發特別股息,崑崙能源亦有可能派發特別股息,因為其淨現金充裕,同時也可補充中石油的現金水平,中石油為崑崙能源大股東,持有58.3%股權。

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