《大行報告》摩通上調潤燃(01193.HK)目標價至54.6元 評級「增持」
摩根大通發表報告指,雖然華潤燃氣(01193.HK)全年業績表現穩固,但其股價年初至今跑輸同業約10%,相信股份近期的沽售壓力是由於部分投資者選擇鎖定利潤,不過集團的基本面仍然強勁。
該行上調潤燃股份目標價,由53.5元升至54.6元,評級維持「增持」,並調升集團今年至2023年盈利預測4%至9%。摩通建議收集潤燃股份,因其將有兩個主要催化劑,包括今年上半年燃氣銷量增長料達25%,及潛在收購公布(太原/合肥的潛在液化天然氣(LNG)終端站投資)。
該行又認為,集團目前估值相當於明年預測市盈率14倍,且有淨現金狀態和18%盈利增長,估值對比歷史平均的15倍是有吸引力。
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