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《大行報告》大摩上調昆侖能源(00135.HK)目標價至9.5元 評級「增持」
阿思達克 05-17 10:18
摩根士丹利發表報告指,亞洲液化天然氣(LNG)價格於今年5月12日升至每百萬英熱單位(mmbtu)9.65美元,令年初至今平均價格達9.63美元/mmbtu,按年上升超過200%。該行估計,液化天然氣9.65美元/mmbtu的現貨價能轉換至每立方米2.4元人民幣,令液化天然氣對比中國國內的管道天然氣沒有成本競爭力。

該行表示,昆侖能源(00135.HK)在城市天然氣同業中有獨特定位,可受惠於全球石油/液化天然氣價格上升,主因其於中國液化天然氣廠及海外油田方面都有業務,相信集團的液化天然氣廠可得益於按年產品均價上升及利用率提高,油價上升亦可令他們的上游盈利受惠。

大摩上調昆侖能源股份目標價,由9元升至9.5元,評級維持「增持」。

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