中银国际发表研报指，新奥能源(02688.HK) 2024财年第三季营运表现基本步入正轨。当中，零售天然气销量按年升5%；销气价差按年升10%；新增天然气接驳量按年跌10%.
中银国际表示，虽然新奥能源综合能源业务销量按年升13%的表现，市场或认为过低，惟该业务的失准并不能改变大局。故该行将新奥能源2024至2026财年盈利预测上调介乎3%至4%，主要反映公司全年销气价差指引获改善。
另外，中银国际将新奥能源2024财年资本开支预测由80亿元人民币，下调至70亿元人民币，主要考虑到今年首九个月的资本开支只是约45亿元人民币。综合上述因素，该行将新奥能源目标价由64.11元上调至68.34元，重申“买入”评级。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-28 12:25。)
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