大行評級|花旗:對潤燃開啟90日正面催化觀察 目標價上調至32港元
花旗發表研究報吿表示,對潤燃開啟90日正面催化觀察,預計其2024財年上半年利潤表現將勝於市場預期。該行亦預計,潤燃的經常性淨利潤將按年增長24.7%,主要由於天然氣銷售按年增長7%、銷氣價差(dollarmargin)上升、人民幣貶值按年減少及天津業務虧損減少等因素。該行表示,在潤燃減少資本開支(尤其併購方面),加上透過提高人民幣債務組合,公司今年的平均債務成本將由2.4%下降至2.2%,並意味利息成本將持續降低。
該行決定將潤燃目標價由29.5港元上調至32港元,評級相應由“中性”上調至“買入”。
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