《大行報告》瑞銀升昆侖能源(00135.HK)目標價至9.4元 今明兩年派息比率提升
瑞銀發表報告,下調對昆侖能源(00135.HK)今年至2026年盈利預測4%至6%,以反映該行下調勘探及開採部門銷售量預測,惟目標價由8.9元上調至9.4元,以反映資本開支預期下降,維持「買入」評級。該行指,全年派息每股0.28元人民幣,派息比率為43%,並上調2025年派息比率目標10個百分點至45%。
該行指,公司指引今年天然氣零售銷售量按年升10%,當中液化天然氣銷售按年減少30萬噸至550萬噸,液化天然氣站使用率按年持平至90%,液化天然氣處理量按年升7%,資本開支由去年64億元人民幣降至預測今年的53億元人民幣。
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