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《大行报告》瑞银上调昆仑能源(00135.HK)目标价至10.4元 评级「买入」
阿思达克 04-07 10:17
瑞银发表研究报告,削昆仑能源(00135.HK)2021至2023年盈测介乎39至43%,以反映分拆陕西至北京管道,目标价则由8.2元升至10.4元,以反映陕西至北京管道收购条款胜预期;考虑去年业绩胜预期,该行上调其持续经营业务经营预测;以及该行早前宣派特别息。报告称,撇除特别息,现估值相当於今年预测市盈率11倍,低於同业16倍的均值,认为在公司保守15%增长指引下,市场低估今年销气量增长潜力,维持「买入」评级。

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