You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券上調昆侖能源(00135.HK)目標價至9.6元 評級「買入」
阿思達克 05-03 09:55
美銀證券發表研報指,LNG行業數據顯示,昆侖能源(00135.HK)旗下的如東及曹妃甸接收站於4月份共接收13.2億立方米的天然氣,按年增長61%。今年首四個月昆侖能源接收天然氣量按年增長3%,相較今年首季接收量按年跌7%,代表4月份液化天然氣(LNG)卸載加快,需求反彈。 研報表示,雖然經濟增長和成本下降將支持工業需求,但由於乾旱和水電短缺,廣東、江蘇及四川的燃氣電廠利用率可能會增加,估算首季中國天然氣表觀需求按年增長2.5%。 該行表示,昆侖能源去年銷量增長8%,管理層亦對單位利潤率充滿信心,預期接收站利用率將恢復至90%,因此該行相信10%的零售燃氣銷量增長指引料可實現,將目標價由9.5元上調至9.6元,重申「買入」評級,但將今明兩年盈利預測分別下調4%及7%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account