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《大行報告》匯豐研究升中燃(00384.HK)評級至「買入」 偏好昆侖(00135.HK)及新奧能源(02688.HK)
匯豐環球研究發表報告指,隨著中國繼續重新開放,至今為止的各種數據令該行對天然氣需求的看法更為積極,特別是工商業客戶。另一方面,政府對在建房地產項目完工的支持政策,亦有助新的天然氣接駁,該行認為燃氣商對今年的指引是關鍵,估計天然氣需求會有所恢復,同時毛利率保持良好。 匯豐看好昆侖能源(00135.HK),因其淨現金位置可提供收購潛力或更好的股息催化劑,目標價由7.9元上調至8.9元;而緊隨其後為新奧能源(02688.HK),因其涉足非天然氣業務,可提高盈利能見度,目標價由142元上調至156元。兩企評級均為「買入」。 該行又將中國燃氣(00384.HK)評級由「持有」上調至「買入」,目標價由10.9元上調至15.4元,認為公司將於截至明年3月底止年度轉勢,且其估值具有吸引力。
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