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《大行報告》匯豐研究上調北控(00392.HK)目標價至28.3元 評級「持有」
阿思達克 09-01 09:53
匯豐環球研究發表報告指,北控(00392.HK)上半年業績符合預期,核心盈利按年增長29%,主要受惠於天然氣銷量增加及啤酒業務復甦。 該行表示,集團天然氣業務表現在疫情過後料於下半年有改善,但作為以天然氣為中心(上半年盈利佔比 66%)的綜合企業,認為集團在應對2030年後天然氣消費不確定性的業務轉型方面,落後於其他天然氣公用行業的同業。 匯豐研究上調北控股份目標價,由27.3元升至28.3元,評級維持「持有」。
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