大行評級丨交銀國際:下調崑崙能源目標價至9.08港元 下調2024年至26年核心盈測
交銀國際發表報吿指,調整崑崙能源的盈利預測及估值,認為內地天然氣需求受暖冬影響,對公司零售氣銷售的按年增長有所影響,同時LNG接收站利用率亦受2024年第四季進口量轉弱所影響,該行亦上調了管理費用預測。交銀國際分別下調崑崙2024年至2026年的核心盈利預測5.4%、2.9%及3.6%,目標價下調至9.08港元,維持“買入”評級。該行亦提及公司的派息政策,崑崙能源管理層在去年表示,2024年全年派息目標與中期的派息比率一致,在43%水平,2025年按目標進一步提升至45%,2024和2025年股息率為4.4%及5.1%,仍有一定吸引力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.