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《大行報告》建銀國際上調新奧能源(02688.HK)目標價至120元 升評級至「跑贏大市」
阿思達克 06-15 10:19
建銀國際發表研究報告指,基於內地三大石油公司下調福建、河北、山東、廣西及南寧等部分省市的管道氣價格,認為相關降價可保持管道氣價相對於液化天然氣的競爭力,支持商業及工業業務領域的毛利率及需求,相信將有利新奧能源(02688.HK)於單位利潤率表現。 該行將新奧能源評級從「中性」上調至「跑贏大市」,預期低基數及潛在宏觀刺激措施可能會激發未來幾季天然氣需求改善的預期。 該行指出,商業需求復甦,新奧能源零售天然氣銷量首季按年增長3%,至近月增幅更提升至高單位數,預測第二至第四季銷量增長將加快,全年料升9%以上,並將2023至2025年盈利預測上調2%,目標價則由112元調升至120元。
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