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《大行報告》大和降港華智慧能源(01083.HK)評級至「跑贏大市」 目標價下調至4.9元
阿思達克 03-22 10:37
大和發表研究報告指出,港華智慧能源(01083.HK)向高級管理層配售558萬股新股,以及向附屬公司管理層配售608萬股,每股配售價僅爲3.69元(相當於股價近九個月低位),大幅折讓14%,令投資者困惑。 此外,該行指出,上海燃氣的業績並未反映在港華智慧能源去年盈利,而上海燃氣高度依賴高成本的液化天然氣(LNG)的「異常收益」,隨着今年的俄烏危機,令液化天然氣價格或持續上漲,有機會再於今年錄得「異常利潤」,並預期上海燃氣今年的純利只有6億元人民幣,相對於2020年爲85萬元人民幣。 該行將港華智慧能源由「買入」評級下調至「跑贏大市」,目標價由7.8元降至4.9元,對其2022至2023財年每股盈利預測下調5.3%至13.7%。
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