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《大行報告》美銀證券升潤燃(01193.HK)評級至「買入」 降中燃(00384.HK)目標價至7.5元
美銀證券發表報告指,新奧能源(02688.HK)、潤燃(01193.HK)、中燃(00384.HK)股價今年以來分別調整42%、49%、52%,因市場憂慮它們的銷量增長、連接量放緩和天然氣銷售利潤率下降。 該行將潤燃評級由「跑輸大市」升為「買入」,認為其估值不高,並預計2021至2024年的每股盈利將以1.3%的年複合增長率下降,在同行中最低,因為潤燃有更多的一、二線城市燃氣項目,受房地產放緩的影響較小,目標價由27.5元降至26元。 該行維持新奧能源和中燃「跑輸大市」評級,前者目標價為72元,後者目標價由9元降至7.5元。
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