美银证券发表研报指,昆仑能源上半年税后纯利按年跌4%至32亿元,大致符合该行预期,可能令预期按年持平的部分投资者失望。中期股息按年增1%,派付比率为45%,符合预期。期内天然气及液化石油气(LPG)销售税前利润则分别按年下降10%及3%,主要归因于单位毛利下降及零售气量增长疲弱。美银将昆仑能源今年全年零售气量增长预测从8%下调至5%,并下调期内的天然气利润预测,2025至2027财年税后纯利预测下调6%至7%;目标价从8.7港元下调至8.3港元,重申“中性”评级,因增长空间有限。
美银证券发表研报指,昆仑能源上半年税后纯利按年跌4%至32亿元,大致符合该行预期,可能令预期按年持平的部分投资者失望。中期股息按年增1%,派付比率为45%,符合预期。期内天然气及液化石油气(LPG)销售税前利润则分别按年下降10%及3%,主要归因于单位毛利下降及零售气量增长疲弱。美银将昆仑能源今年全年零售气量增长预测从8%下调至5%,并下调期内的天然气利润预测,2025至2027财年税后纯利预测下调6%至7%;目标价从8.7港元下调至8.3港元,重申“中性”评级,因增长空间有限。
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