《大行報告》瑞銀升新奧(02688.HK)評級至「買入」 上調中燃(00384.HK)及潤燃(01193.HK)目標價
瑞銀發表報告指,對內地天然氣公用事業股轉持正面態度,預計盈利年均複合增長率將由2022年的負12%,轉升到2022至2025年間的20%,比市場預期高出1%至25%,主要是由於潛在的天然氣價格改革帶來的單位利潤改善,預計單位利潤將由2022年的每立方米0.46元人民幣,在2025年恢復至每立方米0.6元人民幣。
該行將新奧能源(02688.HK)評級由「中性」上調至「買入」,並將目標價由135元升至140元,列為行業首選。同時將中燃(00384.HK)目標價由15.5元提高到16元,潤燃(01193.HK)目標價由35.5元升至40元,評級均為「買入」。
報告上調該等股份2023至2025年盈測介乎1%至22%,並指現時板塊平均估值相當於預測今年市盈率8.4倍,低於15.4倍的歷史均值,惟今年板塊盈利增長料達24%。
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.