《大行報告》花旗下調新奧能源(02688.HK)評級至「中性」 料下半年毛利指引難以維持
花旗發表報告,指新奧能源(02688.HK)上半年的業績基本符合預期,核心利潤按年增長18.4%至36.9億元人民幣。目標價由155元上調至178元,評級由「買入」下調至「中性」,因認爲管理層對下半年的毛利指引與上半年相似,惟在今年以來液化天然氣市場價格上漲,和延遲轉嫁4月1日起居民天然氣價格上漲5%的情況下,將難以維持。
另外,該行將新奧能源2021年至2023年的淨利潤預測提高1.5%至2.5%,以反映新奧能源將天然氣零售量的增長目標定爲按年增長20%,比之前的目標高5個百分點。
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