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《大行報告》花旗下調崑崙能源(00135.HK)目標價至9元 評級「買入」
花旗發表報告指,崑崙能源(00135.HK)去年經常性純利按年增長48%至53億元人民幣,符合該行預期。於下半年,經常性純利較上半年增4%至27億元人民幣,主要由於上遊及液化天然氣(LNG)接收站的盈利上升,至於單位毛利則較上半年降低每立方米3分人民幣。 由於沒有現貨液化天然氣業務,該行認爲集團的單位毛利壓力可控。因貨物轉移至歐洲,液化天然氣接收站利潤或會在短期受到影響,但隨着溢價收窄及國內天然氣需求回升,估計影響將逐漸正常化。 花旗下調崑崙能源股份目標價,由10元降至9元,評級維持「買入」。
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