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《大行報告》大和下調新奧能源(02688.HK)目標價至101元 重申「買入」評級
阿思達克 03-11 10:25
大和發表報告指,在更頻繁的門站氣價調整下,油價下跌對新奧能源(02688.HK)的影響減少,加上其去年全年業績表現料強勁。報告指,集團短期催化劑為預期2019下半年盈利增長逾20%,及有望增派息。長遠而言,集團會繼續向綜合能源業務、工程安裝業務和燃氣具銷售等其他增值業務轉型,令未來發展更多元化,重申「買入」評級。

該行指,新奧能源股價於油價下跌後當日跌4%,因市場憂慮天然氣在油價下跌後的競爭力或減少。該行下調新奧能源今年每股盈利預測1%,以反映天然氣銷售量下降,目標價相應自102元下調至101元。

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