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gas 2018-05-22T13:54 財經茄呢啡 中美聲明包括中方有意義地提升能源入口,美財長努欽指未來3至5年能源出口方面可大增一倍。本港石油及燃氣股造好,中海油創逾三年半高,收市升0.4%;中國燃氣創新高,收市飆8.5%,為表現最好國指成分股;華潤燃氣升4.6%;新奧能源創新高,收市升3.5%;新天綠色能源創逾4年高,收市升6.9%。
gas 2018-05-22T13:54 財經茄呢啡 中美聲明包括中方有意義地提升能源入口,消息刺激能源及類似設備股急升。中國燃氣勁升8.49%,收報32.6元,創新高,並為表現最好國指成分股;中集安瑞科漲8.46%,收報9.36元;華潤燃氣漲4.63%,收造30.5元;昆侖能源上漲3.62%,報收7.45元;新奧能源創新高,升3.5%,收造80.35元。
gas 2018-05-20T13:09 財經茄呢啡 調高港華燃氣目標價重要因為睇好中期銷量增加持續達雙位數,今年股價只升18%,相對同業的22%仍屬落後,認為未來會跑贏大市,有兩大因素,包括工業燃氣銷量會因2010-2015年期間的收購及重組而得到堅實增加,現市價為12個月預計市盈率13倍,相對同業14-19倍市盈率變得吸引。
gas 2018-05-20T13:09 財經茄呢啡 天然氣板塊午後爆發,重慶燃氣、皖天然氣漲停,佛燃股權、貴州燃氣等多股均上揚超3%。據生意社數據,5月15日國內天然氣價位4456.25元/噸,最近五天上揚22.51%,20天以來已累計上揚46.53%。
gas 2018-05-20T13:09 財經茄呢啡 5月18日,天然氣板塊午後快速拉升。截至如今,皖天然氣、重慶燃氣、厚普股權直線漲停,佛燃股權、新疆火炬、貴州燃氣、新疆浩源、長春燃氣等個股均快速拉升。據生意社數據,5月15日國內天然氣價位4456.25元/噸,最近五天上揚22.51%,20天以來已累計上揚46.53%。
gas 2018-05-18T13:20 財經茄呢啡 東方產經「股博士隨筆」專欄作者股博士:燃氣股先後有炒作,繼昨天(16日)中國燃氣及華潤燃氣逆市抽高後,今天輪到新奧能源起動,股價創出79.1元的上市新高,現仍升5.7%報78.65元。
gas 2018-05-18T13:20 財經茄呢啡 沽空 $75.77萬; 比率 3.576% 年初至今股價跌1%,對比行業平均股價累升22%,指其表如今天然氣分銷商中最為跑輸。雖然部分投資者相信潤燃股價表現落後,但該行相信,由於華潤燃氣較易受單位盈利的風險影響,股價表現跑輸同業亦屬合理。而潤燃現價約等於一年預估市盈率14倍,指如今估值已合理。
gas 2018-05-17T13:12 財經茄呢啡 未來北京燃氣依然值得期待,會向天燃氣產業鏈縱向擴展,儲氣與港口天燃氣碼頭建設,天燃氣貿易與貯藏;2017年北京燃氣帶領中國燃氣、新奧能源收購黑龍江天燃氣管網、北京燃氣控股,西伯利亞力量東線管道2019年底通氣,將會給黑龍江天燃氣管網燃氣運輸帶來很大增量,此類收購行為也打開了一些想像空間;北京燃氣參與雄安新區的燃氣管網規劃編制,認為雄安新區的天燃氣項目會有不少斬獲。
gas 2018-05-17T13:12 財經茄呢啡 在內地國策有幫帶動下,天然氣需求有望日益增長,行業基本因素已明顯改善,中燃去年利潤錄得1倍增加。瑞信日前報告亦吁趁低收集燃氣股,相信浙江早前調高非居民用氣價的政策僅屬個別政策,保持對行業的「賣入」看法,其中予中燃「跑贏大市」評級,目標價30元。
gas 2018-05-17T13:12 財經茄呢啡 漲1.5%。燃氣股上揚,華潤燃氣漲4.6%,中國燃氣漲2.2%,天津津燃公用、北京控股漲逾1%。博彩股跌幅居前,永利澳門跌5%,美高梅中國跌2.4%,金沙中國、銀河娛樂跌逾1%。
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