《大行报告》花旗:中燃气(00384.HK)集资若用於油气管投资属正面 若作收购燃气分销项目看法审慎
花旗发表研究报告指,中燃(00384.HK)进行新一轮配股,若所得用於其山东中游油气项目和烟台LNG接收站的投资,将属利好,但如果是用於其他项目,例如购买大型城市燃气分销项目,要较为小心。
公司计划以先旧後新方式配售3.92亿股股份,占扩大後股本6.99%,每股配售价29.75元。
该行指,烟台LNG接收站由中海油(00883.HK)拥有,若增加相关投资,有助公司以较低成本从海外购入更多LNG,提升公司在2023年利润达到150亿元的机会。
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