《大行報告》花旗對中燃(00384.HK)開啟90日下行催化觀察 料中績遜預期
花旗發表研報,宣布對中國燃氣(00384.HK)展開為期90日的下行催化觀察,預計11月底公布的上半財年業績將較市場預期遜色,原因是新增接駁量下跌及零售業務銷量增長較預期弱,無法被較高的每立方燃氣利潤所抵銷。
該行預計中燃2024年上半年的淨利潤將按年倒退23%至25億元,達到市場全年預測約42%。花旗指出,雖然中期中燃新接駁量預期減少39%,以及人民幣兌港元貶值將帶來影響,但相信子公司零售燃氣銷售量增長及每立方燃氣利潤提升將可抵銷部分影響,給予「買入」評級,目標價由11元下調至9元。
花旗現時於中國天然氣行業的首選為新奧能源(02688.HK)。
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