《大行报告》大摩下调昆仑能源(00135.HK)目标价至6.9元 评级「增持」
摩根士丹利发表报告,由於昆仑能源(00135.HK)派发的每股2.53元特别息除净,因此将其股份目标价由9.5元降至6.9元,评级维持「增持」,今年至2023年盈利预测亦维持不变。
该行表示,年初至今昆仑能源及煤气(00003.HK)为表现最佳的内地燃气公用股,以昨日(31日)收市价5.86元计,昆仑能源估值相当於今年市盈率9倍,低於同业的13倍至19倍,相信其估值在目前水平仍然吸引,料集团下一催化剂为利用其200亿元的出售所得进行潜在收购。
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