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大和:煤氣(0003.HK)上半年純利高於預期 升目標價至15.5港元
格隆匯 08-23 14:29

大和發表研究報吿指,煤氣(0003.HK)今年上半年純利按年升57%至43億港元,高於預期,佔市場今年全年純利預測的59%,期內沒有錄得所佔中環國際金融中心投資物業重估收益或虧損,盈利質素較高,該行並上調煤氣2021至23年度每股盈利預測9-12%,並將其目標價由14.7港元上調至15.5港元,評級亦由優於大市升至買入。

大和表示,公司香港業務税後營運溢利按年升1%至16.8億港元,符合預期,而公司上半年在內地公用事業業務的税後營運溢利按年升30%至22.8億港元,形容表現強勁,並上調今年、明年及2023年總售氣量增長預測至18%、13%及13%。

大和續指,公司上半年的新能源業務税後營運溢利按年升3倍至3億港元,高於預期,將其他業務(包括新能源及地產)的EBIT預測由4.97億,上調至8.6億港元,認為新能源業務的盈利能力較高,而今年上半年每股派息按年持平,符合預期。

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