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大和:重申港華燃氣(1083.HK)買入評級 目標價上調至7.8港元
格隆匯 06-21 13:15

大和發表研究報吿表示,近日中國湖北十堰市發生氣體爆炸意外,而於上週五當地政府指經初步調查後,相關設備運行存在嚴重缺陷,投資者將更關注城市燃氣公司的安全性,該行指港華燃氣(1083.HK)最近才更換喉管,料有利港華燃氣,儘管公司的股價在過去三個月已上升66%,該行維持公司為城市燃氣公司中的首選股份,將其目標價由6.55港元上調至7.8港元,重申買入評級。

大和表示,預期公司今年上半年純利按年升35%至40%,至7.84億至8.13億元人民幣,料或成正面催化劑,並預期公司與上海燃氣的交叉持股將於6月底完成,將增加公司可用的LNG接收站及與上海燃氣交叉銷售的機會,隨着公司的俄羅斯管道氣供應增加,或使公司在ESG方面成為唯一可投資的俄羅斯天然氣代理商。

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