《大行報告》摩通:昆侖能源(00135.HK)為行業首選升目標價至7.35元 下調煤氣(00003.HK)目標價至6元
摩根大通發表研究報告指,中國的天然氣分銷商上半年表現不理想,大部分公司的天然氣銷量未達標,新接駁數字亦令市場失望。雖然有投資者預計下半年天然氣利潤率將大幅回升,但大多數公司仍維持2023財年的利潤率指引,並預計年底將完成約60至70%住宅成本轉嫁。該行表示,由於行業估值已經處於谷底,相信市場已知悉負面因素,並在很大程度上已在股價反映。不過,該行建議投資者保持觀望,直到工業活動和房地產數據好轉。
該行指,昆侖能源(00135.HK)是行業首選,目標價由7.2元上調至7.35元,評級為「增持」,而煤氣(00003.HK)目標價則由6.2元下調至6元,評級為「中性」。
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