港股異動 | 港華燃氣漲6% 中金指其投資加速轉型步伐且估值吸引
格隆匯10月27日丨港華燃氣(1083.HK)現漲6.46%,報5.27港元,總市值160億港元。10月25日,港華燃氣公吿擬通過向戰略投資者AffinityEquityPartners(亞太地區最大的私募股權投資公司之一)定向發行股份及可換股公司債券的形式募集資金合計28.0億港幣用於智慧能源業務投資。公司表示本次投資加速了公司從傳統的城市燃氣企業向以技術和創新為業務核心綜合能源公司轉型步伐。中金近日發研報指,近期公司股價有所回調,主要原因或在於市場擔憂國內氣荒對公司毛差形成擠壓,但該行認為,今冬天然氣保供形勢或好於預期,市場或過度反映了氣荒對公司城燃業務帶來的負面影響。隨着公司分佈式光伏項目的逐步投運,該行認為公司估值中樞或受H股新能源運營商估值的提振,目前公司估值具有較大吸引力,維持公司目標價6.2港元及“跑贏行業”評級。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.