智通财经APP获悉，大和发布研报称，在新奥能源(02688)获母企提出私有化要约的前提下，将其评级由“持有”上调至“跑赢大市”，目标价由56港元上调至67.7港元。要约作价为每股新奥能源股份，可获得2.9427股新奥股份H股及现金代价24.5元，代价较新奥能源停牌前最后交易日的收市价溢价约34.57%。
报告提到，估值方面，新奥股份(600803.SH)将发行H股，每股新奥能源计划股份理论总价值约80元，较最后收市价19.65元人民币折让10.3%，代表新奥能源去年的市盈率为13倍，而新奥股份则为11.8倍。13倍的市盈率符合该行预期，并接近私有化溢价的下限。
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