《大行報告》摩通升潤燃(01193.HK)評級至「增持」 目標價上調至27元
摩根大通發表研究報告指出,華潤燃氣(01193.HK)8月份燃氣量增長10%,相對於上半年升7%,而首季增長4%。隨著宏觀勢頭趨穩,該行相信公司今年增長7%的指引有望實現,並有潛在上行空間。
該行預期,由於潤燃的天然氣資源更加豐富(公司與中石油簽訂十年供應合同)、合同量增加,以及液化天然氣(LNG)價格按年下降,估計潤燃的燃氣利潤可由去年的45分人民幣,上升至今年的51分人民幣,2025年可進一步升至53分人民幣。
此外,該行認為隨著內地房地產寬鬆措施的實施,相信居民連接量的下跌情況或放緩。該行將潤燃評級由「中性」上調至「增持」,目標價由26.5元上調至27元。
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