《大行報告》大和降新奧能源(02688.HK)評級至「跑贏大市」 目標價下調至91元
大和發表報告指,新奧能源(02688.HK)業績和前景可能不理想,將評級由「買入」降至「跑贏大市」 ,目標價由128元下調至91元。
該行維持對新奧能源基本假設,料上半年核心利潤將實現低至中單位數按年增長,但亦不排除增長不及預期的可能性。同時認為公司有可能下調全年核心利潤增長目標,目前該目標設定為10%以上。
該行料其全年核心利潤年增長率僅為8%,之前預測為10%,明年預測增長由9%降至7%。全年天然氣銷售量按年增長預測亦由10%下調至8%,明年增長預測由11%下調至9%。
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