富瑞:予昆仑能源(0135.HK)“买入”评级 目标价10.5港元
富瑞发表研究报告指,昆仑能源(0135.HK)于北京的上游天然气价格上升的趋势或在今年的冬季有所缓和,亦指昆仑能源与中国石油在批发和零售方面的合作产生正面作用,其京唐LNG(液化天然气)接收站产能于2021年将达至每年1000万吨,予目标价10.5港元,维持“买入”投资评级。
该行续指,其管理层预期今年天然气销量上升7%至620亿立方米,但管理层拒绝回答任何有关国家管道改革的问题,该行认为现时昆仑能源的股价因国家管道改革的不确定因素而受压。
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