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《大行报告》大摩上调昆仑能源(00135.HK)目标价至9.5元 评级「增持」
阿思达克 05-17 10:18
摩根士丹利发表报告指,亚洲液化天然气(LNG)价格於今年5月12日升至每百万英热单位(mmbtu)9.65美元,令年初至今平均价格达9.63美元/mmbtu,按年上升超过200%。该行估计,液化天然气9.65美元/mmbtu的现货价能转换至每立方米2.4元人民币,令液化天然气对比中国国内的管道天然气没有成本竞争力。

该行表示,昆仑能源(00135.HK)在城市天然气同业中有独特定位,可受惠於全球石油/液化天然气价格上升,主因其於中国液化天然气厂及海外油田方面都有业务,相信集团的液化天然气厂可得益於按年产品均价上升及利用率提高,油价上升亦可令他们的上游盈利受惠。

大摩上调昆仑能源股份目标价,由9元升至9.5元,评级维持「增持」。

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