《大行報告》大和升昆侖能源(00135.HK)評級至「買入」 上調目標價至8.8元
大和發表研究報告指,昆侖能源(00135.HK)上半年純利錄得近26億元人民幣,與去年同期重列業績比較按年增長2.5倍,大幅高於該行預估的17億元人民幣。
報告指出,期內天然氣銷量及利潤增長大致符合預期,而液化石油氣及液化天然氣終端業務均超出預期,因此將其2021至2023年液化石油氣業務收入預估上調56%,並將2021至2023年整體氣化及裝車量預測上調8%至158億至160億立方米。
大和將昆侖能源的評級上調至「買入」,目標價由8元提升至8.8元,2021至2023年每股盈利預測調升10.3%至24.8%,其中今年每股盈測較市場水平低28%。
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