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《大行報告》匯豐研究升新奧能源(02688.HK)目標價至157元 降港華智慧能源(01083.HK)目標價至5.4元 同屬行業首選
匯豐研究發表報告指,年初至今內地天然氣需求萎縮,成本上升,認為天然氣公用事業股上半年盈利表現較弱屬市場預期之內。考慮到4月起天然氣銷量及每立方米銷售毛利均出現改善,該行對下半年行業復甦持樂觀態度。 該行預期,疫情影響導致商業需求疲軟,所覆蓋的天然氣公用股上半年天然氣銷量增幅將低於年初訂立的全年指引,但由於5月至 6月期間的銷量已有所恢復,預期天然氣需求下半年將反彈。 基於盈利質素和估值水平,匯豐研究將新奧能源(02688.HK)的目標價由142元上調至157元,港華智慧能源(01083.HK)目標價從6.1元下調至5.4港元,兩者評級均為「買入」,並同列為行業首選。
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