美银证券：将北京控股(00392)评级升至“买入” 目标价上调至38.3港元
美银证券发布报告称，在发改委宣布陕京线输气价格下调幅度胜于预期后，将北京控股(00392)评级由“中性”升至“买入”，将2023至25财年各年每股盈测分别降3%、升0%及升13%，目标价由30.5港元上调至38.3港元。该行认为，集团的股息力颇具吸引力，预计下一个积极催化剂将会是监管机构将南钢液化天然气(LNG)终端纳入北京燃气的监管资产基础后，北京燃气的销气价差(dollarmargin)将在明年四季提升，将天然气终端纳入监管资产基础将缓解投资者在LNG接收站供应过剩的情况下对南钢盈利能力的担忧。此外集团承诺2023年和25年的股息率不低于经常性盈利的30%和35%。
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