《大行報告》大摩升中石化冠德(00934.HK)評級至「增持」 降目標價至3.31元
摩根士丹利發表報告表示,去年內地管道改革按計劃進行,相信天然氣行業將在2021至2025年開始自由化,首先建立市場主導的供求機制,以實行價格自由。該行認為,廣匯能源(600256.SH)為行業主要受惠者,故將其評級升至「增持」。
該行又指,中石化冠德(00934.HK)去年股價累跌17.7%,跑輸大市表現,基於公司基本面並無轉差,加上考慮到其股息吸引及估值上升潛力,將其評級由「與大市同步」上調至「增持」,目標價則由3.4元降至3.31元。
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