港股異動 | 華潤燃氣(1193.HK)跌超4% 預計天然氣銷量遜預期 大和下調評級至“跑輸大市”
格隆匯3月9日丨華潤燃氣(1193.HK)跌超4%,報29.7港元,總市值687億港元。大和發研報指,受益於過去3.5個月房地產行業的緩和以及重新開放,華潤燃氣股價已反彈22%。該行認為市場已反映天然氣銷量恢復和2023年勝預期連接情況。而具該行行業調查,2022年第四季度天然氣銷量疲軟,今年首兩月天然氣銷量同比增幅僅為中等個位數。該行天然氣銷量增長或遜市場預期,故將公司2022年的天然氣銷量增長預測從9%下調至8%,2023年的增長預測從12%下調至11%,且仍具下行空間。故將公司目標價由27.5港元下調1%至27.2港元,評級從“跑贏大市”下調至“跑輸大市”。

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