研報掘金|中金:維持華潤燃氣“跑贏行業”評級 潛在分紅仍有較大提升空間
中金髮表研究報告指,預計華潤燃氣去年下半年的純利將按年增長21%至20.1億港元,而該股近日的回調或已大致反映去年下半年氣量及業績潛在壓力。該行表示,基於近期的燃氣價格變動及下遊工業生產趨勢,下調潤燃2024及2025年的盈測6.2%和9.7%,即分別至54.7億及58.7億港元,並預計2026盈測達63.5億港元。考慮公司潛在分紅仍有較大提升空間,該行續予集團“跑贏行業”評級,目標價30港元。
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