《大行》华泰证券升新奥能源(02688.HK)目标价至69.5元 下调盈测

阿斯达克财经
31 Mar

华泰证券发表研究报告指,新奥能源(02688.HK) 大股东提出私有化,并以介绍方式实现AH股上市,此次重组意味着集团正加快天然气产业链整合,公司中长期价值可望释放。集团去年自由现金流按年增20%,派息率上升至45%,目前股息率4.5%,维持“买入”评级。

该行将集团今明两年的核心利润预测下调2.7%和6.7%,分别至72.29亿及76.81亿元人民币,并预期2027年的核心利润为80.82亿元人民币。考虑到零售气量增长放缓及智家毛利率下降,将目标价由71.1港元下调至69.5港元。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)

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