《大行報告》瑞信上調昆侖能源(00135.HK)目標價至9.5元 評級「跑贏大市」
瑞信發表報告指,昆侖能源(00135.HK)今年上半年業績優於預期,核心盈利達26億元人民幣,按年增長250%,較去年下半年則跌9%,並佔該行今年全年預測58%,相信是分拆管道後的好開始。
該行表示,集團上半年天然氣銷售的EBIT按年增長30%,銷量則按年上升20%,正面的是單位毛利都有改善,按年增1%。至於液化天然氣接收站的利用率也創新高,按年升18.6個百分點至84%。
瑞信上調昆侖能源股份目標價,由9.4元升至9.5元,評級維持「跑贏大市」,並調升集團今年至2023年每股盈利預測2%至6%。
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