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《大行報告》瑞信下調昆侖(00135.HK)目標價至9.7元 評級「跑贏大市」
阿思達克 03-30 10:45
瑞信發表報告表示,昆侖(00135.HK)去年核心利潤按年升25%至63億元人民幣,符合該行及市場預期,當中下半年純利按年升32%;全年派息率35%,相當於股息收益率為5%。 報告又指,昆侖目標今年天然氣銷售量按年升逾10%,且料單位毛利持續改善,惟該股現價較同業折讓33%(現價相當於今年預測市盈率7倍,而行業平均為11倍)。該行將其今明兩年每股盈利預測下調1%至2%,目標價由10元降至9.7元,維持「跑贏大市」評級。
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