美银报告指，见到燃气行业一连串正面消息，包括润燃(01193.HK) 及新奥能源(02688.HK) 股份回购，安徽推广工业由燃煤改用燃气，合肥住宅燃气价格上调，以及俄罗斯或于12月起增加对中国天然气出口。
该行见行业更多正面催化剂，利好利润率及销售，并重申对润燃的“买入”评级及燃气分销商首选股，基于该股最能受惠于未来天然气供应过剩，且最不受气体直接销售的影响。
针对润燃，该行考虑到明年起流通股数减少、利润率上升、明年销售增长及上调未分配支出预测，调整对该股今年至2026年每股盈利预测，介乎下调2%至上调1%，目标价由36元上调至36.7元。(fc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-25 16:25。)
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