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《大行報告》花旗下調新奧能源(02688.HK)目標價至155元 評級「買入」
花旗發表報告指,基於天然氣單位成本上升和天然氣零售量增長放緩,下調新奧能源(02688.HK)2021年和2023年淨利潤預測3%至8%,更料公司不能達到2021年的經營溢利增長15%的目標,目標價相應由178元下調至155元,評級「買入」,因預計其單位毛利和零售氣量增長將在今年上半年有所改善。至於行業首選爲港華智慧能源(1083.HK),其利潤增長來自於太陽能業務的擴張。 報告指,新奧能源將2021年天然氣零售量增長由去年8月公佈的18%調整爲逾15%,而2022年的銷量增長料將低於2021年,該行將其今明兩年的銷量增長從20%和16%,分別下調至15%和13%。
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