《大行報告》大和降新奧能源(02688.HK)評級至「跑贏大市」 目標價上調至160元
大和發表研究報告,鑑於近期新奧能源(02688.HK)股價回升和納入恆指成分股的催化劑已經實現,將新奧能源評級由「買入」下調至「跑贏大市 」,不過將其目標價由155元上調至160元。
大和表示,新奧能源重申其2021年每單位毛利率指引每立方米為0.53至0.54元人民幣,而且在綜合能源板塊快速發展以及2021年住宅安裝總數為240萬至250萬戶下,能夠實現2021年核心利潤按年增長15%。若其他城市燃氣公司在2022年第一季度下調其2021年指引,可能對新奧能源有利,不過鑑於其股價最近回升,認為這種強勁的核心利潤增長前景已經被部分消化。
大和指,投資者需要留意,新奧能源在公布2020年和2021年上半年業績後的幾天內股價大幅回落,與淨利潤增長一致,由於新奧股價在2021年業績公布前已大幅反彈,不排除此情況可能再次發生。
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.