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《大行報告》野村下調新奧能源(02688.HK)評級至「中性」 目標價則升至132元
阿思達克 01-29 12:11
野村發表研究報告,下調新奧能源(02688.HK)投資評級由「買入」降至「中性」,目標價則由110元升至132元。報告稱,過去三個月新奧跑贏恆指及同業表現15%至17%,歸因於公司早已簽訂較便宜的LNG長期合約,而冬季寒冷天氣下本土及進口液化天然氣(LNG)價格急升時。

不過,報告稱,隨著供暖需求高峰過去,本地及進口LNG價格正常化,該行相信新奧較便宜LNG長期合約的成本優勢將會減褪;野村認為,新奧股價跑贏大市已反映其冬季成本優勢。不過,較便宜LNG長期合約料提振下年半銷氣量。

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