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大和:升崑崙能源(0135.HK)目標價至8.8港元 維持買入評級
格隆匯 12-23 13:07

大和發表報告,將崑崙能源(0135.HK)目標價從7.4港元升至8.8港元,維持買入評級。

報告指,公司已有條件向國家管網集團悉數出售北京管道公司60%股權及大連LNG公司75%權益。交易基礎對價約409億元人民幣,將由國家管網集團全數以現金支付。交易完成後崑崙能源不再持有兩家公司任何股權。

該行認為,交易高於該行及市場預期,公司計劃淨收益370億元人民幣,當中一半會用作派發特別息,料將每股達2.2元人民幣,其他會用於發展天然氣終端業務等。大和認為,淨收益水平接近公司於22日收市的市值,加上城市燃氣板塊、液體石油氣接收和加工,以及石油勘探與生產貢獻,若公司未來作出任何收購,有機會令公司重估。

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