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《大行》花旗對華潤燃氣(01193.HK)開啟30天正面催化觀察 回購驅動
阿思達克 05-27 13:55
花旗對華潤燃氣(01193.HK)開啟為期30天的正面催化觀察,預計其股價將上漲,驅動因素是該行認為可能從本週開始的股份回購。在本月早些時候的花旗中國會議上,公司表示計劃回購3%的股份,相當於6,800萬股。以當前股價約21.6元計算,回購成本將為14.7億元。公司已為此準備19億元的現金,資金充裕。回購的股份將被註銷。股份回購將增厚每股盈利。考慮到過去三個月日均成交量僅1,000萬股,6,800萬股的回購應對股價產生顯著影響。 從基本面來看,華潤燃氣2025年前四個月表現平淡,零售燃氣銷售量按年下降0.8%,每立方米利潤率上升0.01人民幣至0.46至0.47人民幣/立方米,新接駁量按下降24%,綜合服務收入按年持平。評級「買入」,目標價25元。
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