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《大行報告》大和降潤燃(01193.HK)評級至「跑輸大市」 目標價下調至27.2元
阿思達克 03-10 10:33
大和發表研究報告,將華潤燃氣(01193.HK)的投資評級從「跑贏大市」下調至「跑輸大市」,目標價亦從27.5元下調至27.2元,指出受重新開放及房地產市場回暖所推動,公司股價自去年11月中旬以來已累計反彈22%,相信燃氣銷量復甦及今年連接量或好過預期等利好因素已充分反映在股價表現之上。 該行又指,行業數據顯示去年第四季疫情影響下,燃氣銷售表現疲弱,至今年首兩個月仍延續疲軟情況,燃氣銷量僅錄得中單位數按年增幅。在中國經濟增長或慢過預期的情況下,大和將潤燃去年及今年燃氣銷量增長預測從9%及12%,降至8%及11%,並將2022至2024年每股盈利預測下調2%至4%。
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