美银证券发表研究报告指,华润燃气上周四及五启动股份回购,分别回购67.2万股及110万股,占已发行股份的0.03%及0.05%,尚未知是出于股价考量或行政因素。另外,今年首十个月,公司天然气销量按年增长0.6%,主要受10月份表现改善带动。 该行将2025及26年每股盈利预测分别上调1.5%及1%,以反映工业气量更强劲;目标价由21港元上调至22.5港元,重申“中性”评级,因估值略为偏高,但4.6%股息收益率加上回购收益约3%,料可支持股价,尤其今年下半年基数将更为有利。
美银证券发表研究报告指,华润燃气上周四及五启动股份回购,分别回购67.2万股及110万股,占已发行股份的0.03%及0.05%,尚未知是出于股价考量或行政因素。另外,今年首十个月,公司天然气销量按年增长0.6%,主要受10月份表现改善带动。 该行将2025及26年每股盈利预测分别上调1.5%及1%,以反映工业气量更强劲;目标价由21港元上调至22.5港元,重申“中性”评级,因估值略为偏高,但4.6%股息收益率加上回购收益约3%,料可支持股价,尤其今年下半年基数将更为有利。
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