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港股异动 | 新奥能源(02688)回落逾4% 机构预计去年核心收益同比下降5%

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新奥能源(02688)回落逾4%,截至发稿,跌4.11%,报59.5港元,成交额1.25亿港元。

建银国际发研报指,预计新奥能源2023财年业绩疲软但符合预期。预计核心收益同比下降5%,主要原因是零售天然气销量(包括电厂销量)同比下降3%,新家庭用户连接同比下降12%。预计新奥能源的工业能源和增值服务业务将出现增长,两项业务利润分别同比增长23%和28%。

该行提到,如果不考虑液化天然气合同结算收益的影响,该行预计2024财年的收益将同比增长10%以上。该行将2023-2025财年核心收益预测下调1%/9%/6%,以反映较低的液化天然气结算收益贡献和工业能源收入。该行将目标价从63.00港元降至55.00港元。维持“中性”评级。

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