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《大行報告》瑞銀下調昆侖能源(00135.HK)目標價至8.9元 評級「買入」
阿思達克 04-03 17:41
瑞銀發表報告指,昆侖能源(00135.HK)去年收入達1,720億元人民幣,純利則按年升2%至52億元人民幣,而扣除5億元人民幣的廠房和設備(PP&E)減值等項目,以及外匯虧損,其核心利潤按年升25%至63億元人民幣,符該行預期。 零售銷氣量按年增8%,惟較指引低出15%,該行將其歸因於受到去年下半年經濟放緩影響,同時單位毛利維持每立方米0.5元人民幣。 該行指,公司引今年零售銷氣量增長10%,預計液化天然氣(LNG)工廠將在今年扭虧為盈;該行表示,將公司在2023年至25年盈測調整介乎1%至2%,同時將其目標價由9.3元下調至8.9元,維持其評級為「買入」。
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