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港股異動 | 新奧能源漲5% 績後獲多個大行唱好
格隆匯 03-22 12:02
格隆匯3月22日丨新奧能源(2688.HK)現漲5.48%,報117.4港元,總市值1327億港元。公司18日公吿稱,截至2021年12月31日止年度營業額為931.13億元人民幣,同比增長30.0%;公司擁有人應占溢利77.55億元人民幣,同比增長23.5%。摩通將公司2022年23年盈利預測上調5%至6%,以反映其連接氣體渠道及氣量增長高於預期,並預測公司在2022年氣量增長約13%、240萬新連接氣體渠道、以及其綜合能源部門利潤增長約50%,故將目標價由145港元上調至150港元,相當於其在2023年的預測市盈率15倍及0.3倍市賬率,維持“增持”評級。高盛指,新奧能源去年業績符合該行預期,維持新奧能源“買入”評級,目標價維持163港元,基於2022年預測市盈率19.1倍,在綜合能源項目及增值服務強勁增長的支持下,預期公司未來幾年盈利增長會跑贏同業。中金表示,新奧能源2022財年業績指引較為積極,也展示了公司在上游天然氣資源價格仍具有一定不確定性之時的風險抵禦能力,該行維持其“跑贏行業”評級,目標價173港元。

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