港股异动 | 燃气股个别发展 中国燃气获投行涨逾3%领涨
格隆汇1月17日丨燃气股个别发展,中国燃气(0384.HK)涨3.27%,报31.55港元,最新总市值1646.5亿港元;北京燃气蓝天涨3.08%、新奥能源涨2.2%。汇丰研报指,中国燃气是中国主要燃气分销商,往绩纪录良好,加上结合国家及私人持股的独特股东架构,加强了其商业上的执行能力,首予公司买入评级,目标价为38港元。又指公司盈利复合年均增长率约达20%,预期公司盈利将受惠于从俄罗斯进口的管道天然气,因公司约19%的管道天然气项目位于东北地区,比同业的9%为高,尽管批发价格尚未确定,但相信来自俄罗斯的供气将具竞争力。增长目标比同业高,而且风险回报吸引。
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