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《大行報告》瑞信上調煤氣(00003.HK)目標價至10.1元 評級「跑輸大市」
阿思達克 03-22 10:10
瑞信發表報告指,煤氣(00003.HK)去年核心盈利錄73億元,按年上升3%,稍高於市場預期,主要是由去年下半年經營利潤強勁反彈20%所推動。至於總派息按年增長5%,符合預期。

該行表示,管理層在電話會議上指引今年中國內地天然氣銷量按年增長13%至15%,單位毛利維持穩定於每立方米0.6元人民幣;並有發展智慧能源的五年計劃,包括10吉瓦的屋頂太陽能,及3.8吉瓦時的電量儲存。

瑞信上調煤氣股份目標價,由9.6元升至10.1元,評級維持「跑輸大市」,並調升集團今明兩年每股盈利預測5%,以反映中港有更高的氣量增長。

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