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《大行報告》匯豐研究下調北控(00392.HK)目標價至25.9元 降北控水務(00371.HK)目標價至2.6元
匯豐環球研究發表報告,指北京控股(00392.HK)受惠於輸氣量貢獻和油價高企,2022年上半年業績好過預期,不過其氣油以外的資產前景分化,將其目標價由27.3元下調至25.9元,維持「持有」評級。 該行表示,北控持股41%的聯營公司北控水務(00371.HK)2022年上半年淨利潤為6.94億元,按年下跌71%,核心利潤按年下跌29%,歸因於建築收入按年減少57%,抵銷了水務業務的增長,認為其估值接近谷底,而且北控水務管理層指引方向為復甦,該行維持對北控水務「買入」評級,目標價由3.6元下調至2.6元。
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