《大行報告》里昂下調燃氣股目標價 升新奧能源(02688.HK)評級至「買入」
里昂發表研究報告,預期新落成住宅表現較銷售和動工好,相信新接駁用戶數量對燃氣分銷商的影響有限。由於接駁費用已於2019年開始在「成本+」形式下受監管,故大幅下調的風險有限,不過需留意地產商會否有延期或違約付款的可能。
該行指,投資者近日對房地產相關行業採取更嚴謹態度,令目前燃氣接駁業務估值下降,相信最近股價已經過度調整,升新奧能源(02688.HK)評級至「買入」,目標價由166元降至160元;而華潤燃氣(01193.HK)和港華燃氣(01083.HK)則維持「買入」評級,目標價分別由58元降至55元,及由7.35元降至7元。
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