《大行》大摩升昆仑(00135.HK)评级至“增持”降润燃(01193.HK)至“与大市同步” 下调煤气(00003.HK)新奥(02688.HK)目标价

阿斯达克财经2025-02-19

摩根士丹利表示，市场已预期在宏观疲弱及液化天然气价格高企下，中国今年天然气使用量增长放缓，关税问题逆转天然气成本下降的正面预期。该行料新奥能源(02688.HK) 有价值重估潜力，因其股息吸引及市场忽视的增长动力。该行在然气股中最偏好新奥能源，基于8倍市盈率及6.5厘股息率的吸引估值；较高的综合能源及增值业务比例，能在行业放缓下提供较同业更多的增长支撑；而且今年有潜在的液化天然气交易收益。该行下调...

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HK) to \"overweight\" and lowered Runran (01193. HK) to \"keep pace with the market\" and lowered Gas (00003. HK) ENN (02688. HK) target price","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00003":1,"01193":1,"00135":1,"02688":1},"content_text":"摩根士丹利表示，市场已预期在宏观疲弱及液化天然气价格高企下，中国今年天然气使用量增长放缓，关税问题逆转天然气成本下降的正面预期。该行料新奥能源(02688.HK) 有价值重估潜力，因其股息吸引及市场忽视的增长动力。该行在然气股中最偏好新奥能源，基于8倍市盈率及6.5厘股息率的吸引估值；较高的综合能源及增值业务比例，能在行业放缓下提供较同业更多的增长支撑；而且今年有潜在的液化天然气交易收益。该行下调对润燃(01193.HK) 评级至“与大市同步”，反映对基本因素的短期忧虑。上调对昆能(00135.HK) 至“增持”，认为其防守性在行业放缓中具优势。下表为该行对燃气股的最新投资评级及目标价：股份│投资评级│目标价新奥能源(02688.HK) │增持│73.5→71.6元昆仑能源(00135.HK) │与大市同步→增持│8.6→9.1元华润燃气(01193.HK) │增持→与大市同步│34.1→30元中国燃气(00384.HK) │与大市同步│7.6元中华煤气(00003.HK) │与大市同步│6.4→6.2元相关内容《大行》中银国际降煤气(00003.HK)目标价至7.11元  股息率吸引评级“买入”(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-19 12:25。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512129441","isCrawlerRequest":true}