【摩根大通:下调华润燃气评级至“中性” 行业首选新奥能源和昆仑能源】摩根大通发表研究报告指,市场对燃气增长的预测下降,中国燃气行业本年至今的表现跑输大市。然而,该行认为市场对行业的盈利预期仍然过高,因此建议在业绩公布后重新审视行业,而当股价受业绩影响而作出负面反应时,吁逢低买入。摩通表示,由于华润燃气较同业的估值溢价,加上预计其盈利及燃气量增长将落后同业如新奥能源,将润燃的评级由“增持”下调至“中性”,行业首选是新奥能源和昆仑能源。

金融界
20 Jan
摩根大通发表研究报告指,市场对燃气增长的预测下降,中国燃气行业本年至今的表现跑输大市。然而,该行认为市场对行业的盈利预期仍然过高,因此建议在业绩公布后重新审视行业,而当股价受业绩影响而作出负面反应时,吁逢低买入。摩通表示,由于华润燃气较同业的估值溢价,加上预计其盈利及燃气量增长将落后同业如新奥能源,将润燃的评级由“增持”下调至“中性”,行业首选是新奥能源和昆仑能源

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10