You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合券商於新奧能源(02688.HK)公布業績後最新觀點及目標價
新奧能源(02688.HK)今早股價抽上,盤中曾高見122.7元一度彈高24%,最新報118元升19.3%。中金表示新奧去年核心業績符合預期,2022財年指引較為積極。公司預計2022財年全年核心利潤(掛鉤派息)按年增長12-15%,天然氣零售氣量規模按年增長12-15%,毛差維持在0.5元人民幣/方左右,泛能/增值業務收入分別按年增長50%及30%,新開發居民用戶240萬戶,新增城市燃氣/泛能項目數合計 50個。該行認為新奧2022年指引優於市場悲觀預期。 新奧能源上周五(18日)公布去年業績,營業額931.13億元人民幣按年升30%。純利77.55億人民幣按年升23.5%;每股盈利6.88元人民幣。派每股末期息2.11港元,上年同期派2.1港元。連同中期派息每股0.59港元,全年共派每股2.7港元。 截至去年底,集團總天然氣銷售量達331億方,按年增長12%。當中,零售氣量按年增長15.1%至252.69立方米,帶動天然氣零售業務收入上升21.6%至492.47億人民幣。該行指新奧能源 【今年指引佳 緩悲觀預期】 瑞信發表報告表示,新奧能源去年核心盈利71.5億人民幣按年升14.6%,接近市場原預期升13至15%的上限水平,年內完成262萬戶新開發家庭用戶的工程安裝安年升14%,優於管理層原先240萬戶的指引。新奧管理層給予今年開發家庭用戶的工程安裝目標為240萬戶(按年跌8%),料增值業務毛利增長30%,公司給予2022年核心盈利增長指引為12至15%。該行上調對新奧投資評級由「跑輸大市」升「中性」,將目標價由130元降至110元。 摩根大通發表報告表示,新奧能源給予2022年指引並非原先預期般壞,雖然一些投資者原擔心公司天然氣量增長放急劇下跌,而管理層今年給予增長12-15%增長指引,維持「增持」評級及目標價145元。 --------------------------------- 下表列出10間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 中金│跑贏行業│173元 高盛│買入│163元 建銀國際│跑贏大市│160元->120元 匯豐環球研究│買入│145元 摩根大通│增持│145元 華泰証券│買入│143.74元 瑞銀│中性│130元 花旗│買入│155元->125元 摩根士丹利│減持│112元 瑞信│跑輸大市->中性│130->110元 券商│觀點 中金│去年核心業績符預期,今年指引積極 高盛│去年業績符預期 建銀國際│去年盈利表現符預期 匯豐環球研究│去年業績理想,負債改善,股息提高 摩根大通│去年業績優於預期,利潤率增長強勁 華泰証券│泛能業務業務向好,增值業務恢復 瑞銀│去年業績勝預期,受新接駁費推動 花旗│去年核心盈利符預期 瑞信│去年業績接近市場預期上限 公司指引正面 大和│去年核心淨利潤增長勝預期 摩根士丹利│今年天然氣零售氣量規模指引按年增長12-15%
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.
uSMART
Wealth Growth Made Easy
Open Account