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《大行報告》大和上調煤氣(00003.HK)評級至「跑贏大市」 目標價升至13元
阿思達克 11-12 15:30
大和發表報告,上調煤氣(00003.HK)投資評級,由「持有」升至「跑贏大市」,以分類加總估值法計,目標價由10.7元升至13元。該行稱,昨日(11日)本港政府宣布豁免廣東及澳門港人回港時的隔離限制,以及與新加坡建立「旅行氣泡」,憧憬本年售氣量按年復甦。

該行稱,豁免隔離料刺激明年煤氣本港銷氣量增長。由於僅屬對港人返港的單向放寬,料推動明年本港銷氣量增長。另與新加坡「旅行氣泡」安排屬雙向,惟每日往返各僅限200人,雖然規模較小,但意味與亞洲主要城市間未來或有進一步限制放寬。

此外,大和表示,10月本港銷氣量按年增6%,屬2019年6月以來首見按年增長,主因天氣轉冷及去年同期社會運動帶來的低基數,料放寬旅遊限制將致本港商業用氣量復甦。另明年低燃料成本料亦利好煤氣。大和上調煤氣2021至2022年每股盈測1%,以反映明年本港銷氣量按年增長預測由5%上修至6%。

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