《大行報告》里昂上調港華燃氣(01083.HK)目標價至7.35元 評級「買入」
里昂發表報告指,港華燃氣(01083.HK)自去年10月的低位已回升了77%,現價相當於預測市盈率9.4倍,及市賬率0.74倍,仍較十年平均低一個標準差,而目前同業估值則較平均倍數為高。
該行表示,港華燃氣目前對新奧能源(02688.HK)的市賬率折讓高達80%,由於港華燃氣的股本回報率持續較低(約為8%,而新奧能源為20%),估計折讓差距不會完全彌合。
里昂上調港華燃氣股份目標價,由5.6元升至7.35元,評級維持「買入」,認為在中國天然氣消費強勁的環境下,集團股價有進一步的上升空間。(ek/u)
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