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《大行報告》大和降中燃(00384.HK)評級至「跑輸大市」 目標價下調至8.2元
阿思達克 11-28 12:30
大和發表報告,指中國燃氣(00384.HK)公布截至9月底止上半財年業績遠遜預期,淨利潤按年跌21%至32.6億元;管理層解釋,分部利潤按年減少7.79億元,是由於減值、匯兌損失、家庭用戶切斷接駁和因疫情而產生額外材料或分包的成本,並指這些屬於非經常性項目類別,惟該行表示,並不能完全接受這說法,因同業同樣地受到疫情影響,但並沒有大幅擠壓他們的接駁利潤率。 該行表示,公司下調明年銷氣量增長目標至10%,原先則介乎10%至13%,報告指要達到目標仍具挑戰性,並將公司2023至2025財年每股盈測下調20.7%至27.4%,並將其目標價由12元下調至8.2元,以及將其評級由「持有」降至「跑輸大市」。
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