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港華、潤燃及新奧挫7%-10% 中燃氣創逾四年半低 大摩料燃氣業艱難前景上半年持續
摩根士丹利發表研究報告,預期內地燃氣業艱難前景今年上半年持續,燃氣股今早(22日)跌幅超過大市,尤其是遭大摩降級至「減持」及削目標價20%至112元的新奧能源(02688.HK),今早股價曾低見109.8元(暫守穩去年3月初所創52周低位107.68元),現報110.2元,急吐10%,爲最傷藍籌。 遭大摩由「增持」降級至「與大市同步」的港華智慧能源(01083.HK)三連跌,今天股價失守百天線(5.67元),最低見5.42元,現報5.44元,續跌6.8%。 遭大摩削價18.2%至45元及評級由「增持」下調至「與大市同步」的華潤燃氣(01193.HK)創逾三個月低,報37.2元即市低位,續跌6.8%。遭大摩削價13.3%至13元但評級由「減持」升至「與大市同步」的中國燃氣(00384.HK)最低見12.46元,創逾四年半低),現報12.5元,續跌5%。 獲大摩維持「增持」評級料可受惠於油價持續上漲的崑崙能源(00135.HK)及煤氣(00003.HK)也難獨善其身,前者失守20天線,最低見7.86元,現報7.9元,跌2.8%;後者低見11.98元,現報12.02元,僅跌0.8%。 至於趁高以折讓12.8%配股「抽水」逾4億元的天倫燃氣(01600.HK)承昨天(21日)由近兩年半高位掉頭倒跌勢頭,今早一舉跌破5條移動平均線(250天牛熊線爲7.84元),最多急挫27%低見7.03元,現報7.2元,急跌25%。 本港疫情持續惡化,加上憂慮內地當局加強監管互聯網行業。恆指今早金融、內需及新經濟股全面捱沽下,最多急挫833點,低見23,336,現報23,413,挫756點或3.1%,成交額751億元。
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