《大行報告》摩通升新奧能源(02688.HK)評級至「增持」 目標價下調至150元
摩通發表研究報告,將新奧能源(02688.HK)評級「中性」升至「增持」,因其股價自8月份下跌24%後,變得更吸引,相信投資者對利潤收窄和銷量增長下跌有過份擔憂。目標價由152元降至150元,以反映對氣體銷售和利潤下調。
該行指,公司已經與中國石油(00857.HK)簽約,鎖定90%以上的燃氣供應,以及與油價掛鉤的液化天然氣(LNG)合約,料LNG價格上升的影響可控。同時因應國內電力短缺問題已有緩解,售氣量減慢的情況似乎已過去。相信基本面仍然穩健,近期股份下跌提供一個良好的吸納點。
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