《大行報告》瑞銀上調昆侖(00135.HK)目標價至7.96元 評級「買入」
瑞銀發表研究報告,指昆侖能源(00135.HK)上半年經營業務表現大致符預期,利息收入高於預期,主因來自出售管道資產的現金收益,調升集團2021至23年盈利預測分別14%、10%及10%,目標價由7.26元升至7.96元,評級維持「買入」。
該行指,集團維持今年零售天然氣銷量增長15%的指引,目標液化石油氣(LPG)銷量升至480萬至500萬噸,冀全年液化天然氣(LNG)利用率由75%升至80%,派息比率由25-35%升至30-35%。該行相信集團有足夠現金作收購,推動銷量增長。
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