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《大行報告》匯豐研究上調新奧能源(02688.HK)目標價至100元 評級「持有」
阿思達克 10-29 14:22
匯豐環球研究發表報告指,新奧能源(02688.HK)的銷氣量及毛利率看似令人鼓舞,其今年首九個月銷氣量按年增長9%至208億立方米。撇除批發業務,零售銷氣量為150億立方米,按年上升8%,趨勢接近集團今年全年指引的增長10%。

該行表示,單計今年第三季,集團銷氣量增長18%,亦較上半年的增長4%有改善,主要是受惠於工商用戶需求復甦,抵銷了汽車加氣方面的疲弱。至於第三季單位毛利亦保持在每立方米61分人民幣,與上半年持平,集團預計此水平可在今年全年維持。

匯豐研究上調新奧能源股份目標價,由99元微升至100元,評級維持「持有」,並調升集團今年至2022年盈利預測介乎2%至3%。

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