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《大行報告》花旗:新奧能源(02688.HK)透明度提高 料投資者信心逐漸回復並提振股價
花旗發表報告指,新奧能源(02688.HK)透明度提高,開始在公司網頁公布每月燃氣零售數據,是提高透明度的積極一步,在中期業績解說混亂、股價急跌後,讓投資者重拾信心。一名董事局成員上周在香港及新加坡會見主要股東及投資者解說最新進展,而之前新奧能源及母公司新奧股份(600803.SH)都表明,計劃在市場上購買股份。 新奧能源上半年燃氣零售量按年跌6.9%,管理層解釋,因為在河南及河北,部分工業用戶轉向使用價格較低的液化天然氣(LNG),公司已推出新措施,鼓勵銷售人員以較有彈性的價格推廣燃氣,吸引用戶回歸。 該行相信投資者信心將會逐步恢復,提升股價表現,而公司7月及8月的燃氣零售亦見改善,評級「買入」,目標價83元。
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