港股异动 | 新奥能源(02688)现跌超3% 前5月营运数据逊预期 机构预计其中期核心盈利跌13%
新奥能源(02688)现跌超3%,截至发稿,跌3.19%,报53.15港元,成交额3.26亿港元。
里昂此前发表报告指,虽然新奥能源今年首五个月的营运数据表现低于该行预期,但公司于今年1月至4月期间仍能保持6.4%的市场份额。虽然近期新奥能源的不确定性,以及逊于预期的零售天然气业务增长,推迟了公司重新评级的机会,但公司持续获得盈利将是公司股价释放积极势头的关键。
建银国际发布报告称,预计新奥能源上半年核心盈利将按年跌13%,主因液化天然气(LNG)合约结算收益下跌85%。在剔除海外液化天然气销售下滑的影响后,估计期内其他业务毛利同比增9%。另预计上半年零售天然气销量增长同比升4.2%,因低基数效应所致。考虑到批发天然气量利润及附加价值业务的收入减少后,下调公司今明两年核心盈利预测各3%,同时亦因并购机会转微而下降其资本支出预测。
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