You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩升煤氣(00003.HK)評級至「增持」 上調目標價至15元
阿思達克 06-22 14:31
摩根士丹利發表報告,預期隨着盈利能力高的生物質項目投產,加上中港用氣需求復甦,及匯率和石油/液化天然氣價格反彈,煤氣(00003.HK)未來兩年的盈利年均複合增長率料可達15%。

該行表示,煤氣的可再生氫化植物油(HVO)廠已於去年第三季投產及供應歐盟,其年化投資回報率在去年超過50%,估計集團新能源業務的盈利貢獻比例,將由去年的佔5%,上升至2023年的14%。

大摩將煤氣股份評級由「與大市同步」升至「增持」,目標價由13元上調至15元,指集團股價年初至今表現跑輸香港公用股1%至6%,及跑輸中資燃氣同業7%至44%,因市場未瞭解到集團未來兩年的盈利增長勢頭。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account