《大行報告》匯豐研究微升港華智慧能源(01083.HK)目標價至4.3元 評級「持有」
匯豐研究發表研報指,港華智慧能源(01083.HK)去年業績表現較疲弱,主要是由於期內接駁量放緩及營運成本上升所致,但相信最壞的時期已經過去。公司指引所有業務板塊有望復甦,研報並認為退出上海燃氣屬具建設性。
公司去年燃氣銷售量僅按年增長5%,該行預期是由於期內商業用戶需求較低所導致,管理層預期今年燃氣銷售量增速將加快至12%,憧憬經濟復甦及能源轉換趨勢下需求將回升,單位利潤預期由每立方米0.5元人民幣提升至0.52元人民幣。匯豐研究表示將靜候公司業績回升,維持「持有」評級,目標價由4.2元微升至4.3元。
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