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北控繼續增持中燃股份 @ 2012-05-18T10: Back Hot News
Keyword:燃氣 收購
Concept:公司AEI , 167億港元收購中國燃氣
於歐債危機下,瑞銀指聯想於充斥不確定因素的環境下占有優勢,由於歐洲業務較少。 里昂預期,受內部增長及收購新城市燃氣項目,潤燃今明年收入每年增長42%。旗下大部份項目處於發展初期,未來增長強勁。潤燃為行業首選,其增長前景佳,母企注入有質素的資產及收購,股本回報率亦見改善。首予潤燃「買入」評級,目標價19元,有25%上升空間。
華潤燃氣(1193.HK)升1.68%至14.54港元;瑞銀表示,反映潤燃2011年全年業績勝預期,以及鄭州燃氣私有化後增加盈利貢獻,上調2012-14年盈測11%,目標價由12.7元升至13.7元。潤燃股價今年至今已升30%,分別跑贏同行及MSCI中國指數16及18個百分點,由於股價已超越目標價,故評級由「中性」降至「沽售」。
AEI CHINA GAS主要於中國從事11省份經營28個城市燃氣管道經營、燃氣銷售與分銷及經營壓縮天然氣、液化天然氣及液化石油氣加氣站。公司稱,收購有助集團進一步擴展其在中國覆蓋范圍及影響。
·北京控股介入中國燃氣 或致中石化收購再生波折
燃氣涉足城市燃氣市場的中石油亦可能單獨提出收購中國燃氣。這樣,新奧能源和中石化對中國燃氣的要約收購再添變數。
·北控逆襲中國燃氣: 中石化收購夢將碎

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