《大行報告》瑞銀升中集安瑞科(03899.HK)評級至「買入」目標價下調至7.7元
瑞銀發表研究報告,將中集安瑞科(03899.HK)目標價由8.3元下調至7.7元,但認為該股由4月高峰回落了25%,亦跑輸國指近20%,而現價較該行新目標價低出26%。因此,該行將其評級由「中性」升至「買入」,相信其疲弱表現主因受內地天然氣需求增長的憂慮所致,以及市場低估了用於運輸和儲存的液化天然氣(LNG)設備需求上升潛力。
報告指,內地氣體生產增長加速,以及俄羅斯管道入口將導致LNG入口錄得溫和增長,但仍預料未來五年需求仍錄低雙位數的年複合增長率。而且,瑞銀認為,運輸和儲存LNG設備的推動力仍被低估。
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