金吾财讯 | 交银国际发研报指，新奥能源(02688)股价表现在业绩后表现偏弱，该行认为是有部分投资者因为新奥的中期派息相对同业稍欠惊喜，因此减持新奥所致。该行认为新奥已订出全年约44%的派息比率指引，及在未来3-4年逐步提升派息比率至50%的中期目标，这应是对股东回报明确的目标。公司宣布了3亿港元的回购及另外3亿港元为员工股份奖励计划购买股票（共6亿港元）。该行认为在目前估值偏低的情况推出回购计划应对股价的支持有较好助力。该行重申对新奥看好的主要原因是公司目前盈利结构已转稳定，同时，目前预期2024/25年股息率为6%/7%亦是该行覆益的燃气公司中最高，维持目标价65.1港元及买入评级。
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