大和发表研报指,美国明年或对中国商品加征关税,令中国宏观经济前景仍然受压,拖累工业能源需求,因此将新奥能源(02688.HK) 的评级从“跑赢大市”降至“持有”,呼吁投资者在近期该公司股价相对强势时可适度先行获利离埸。
大和维持新奥能源2024至2026年盈利预测不变,虽然对市场需求持审慎看法,但目前仍看好新奥的天然气销售,相信通过提升市场份额、发掘新客源,以及2025年潜在寒冬,或支持新奥能源应对2025年夏季的潜在销量下滑,维持目标价为56元。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-16 12:25。)
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