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TIAN LUN GAS HOLDINGS LIMITED 2019-03-16T13:59 財經茄呢啡 天倫燃氣於周一收市後發盈喜,料核心純利增加逾75%,反映內地「煤改氣」政策逐步落實,有利行業走勢。國策有幫推動下,市場睇好內地燃氣需求保持強勁,加上今年內地或將成立國家管道公司,分析預估可為行業帶來正面影響。受惠需求增加,燃氣板塊後市料續見動力,不妨跟進。
TIAN LUN GAS HOLDINGS LIMITED 2019-03-16T13:59 財經茄呢啡 57 【燃氣股造好】天倫燃氣漲4.3%,華潤燃氣升2.5%,中裕燃氣升1.6%。中國核能科技升3.2%,風電的大唐新能源漲1%。2018年中國天然氣、水電、核電、風電等清潔能源消費量占能源消費總量的22.1%。
TIAN LUN GAS HOLDINGS LIMITED 2018-10-16T13:47 財經茄呢啡 類似股權愈跌愈深,新奧能源曾瀉16%,低見57.05港元;華潤燃氣跌12%,低見28元;中國燃氣跌9%,低見20.15元;港華燃氣跌7.2%,低見6.35元;天倫燃氣跌逾半成;中裕燃氣跌4.5%。
TIAN LUN GAS HOLDINGS LIMITED 2018-10-16T13:47 財經茄呢啡 重慶建議撤銷天然氣初裝費,花旗隨即降低內地燃氣股評級及目標價。新奧能源收報58.25元,回軟14.3%;中裕燃氣收報6.36元,回軟9.9%;華潤燃氣收報28.8元,回軟9.6%;港華燃氣收報6.24元,回軟8.9%;中國燃氣收報20.2元,回軟8.8%;天倫燃氣收報6.82元,回軟5%;北京控股收報42.25元,回軟3.8%。
TIAN LUN GAS HOLDINGS LIMITED 2018-10-16T13:47 財經茄呢啡 周二受政策風險拖累而重創的燃氣股,今早個別續彈,上日在市場回購的中國燃氣,半日升1.4%;更奪升幅最大國指成分股;華潤燃氣再彈4.6%;新奧升1.9%;中裕燃氣微升1.6%;惟天倫燃氣跌0.1%;港華燃氣回落2.8%。
TIAN LUN GAS HOLDINGS LIMITED 2018-10-16T13:47 財經茄呢啡 趁股價回調,可賣入利潤增強化勁的天倫燃氣。天倫是最早進入內地城市燃氣分銷業務的民營企業之一,重要布局三、四線城市,具備較高的城鎮化發展空間。公司上半年核心利潤同比增加 35%,並且完全來自業務內生增加。我們預估全年利潤增加 71%,預估市盈率僅 8倍幾。股價急挫後,於250 天平均線初步見支撐,短期反彈目標7.6元,6.3元止蝕。
TIAN LUN GAS HOLDINGS LIMITED 2018-10-16T13:47 財經茄呢啡 10月9日,記者在該市棗林鎮徐莊村看到,天倫燃氣施工團隊的工作人員正在鋪設天然氣管道。村民張絨花之前在城里跟隨子女生活,四個月前回到家鄉,感歎家里變化巨大,不僅村容村貌煥然一新,家里還通上了自來水,這次又趕上了安裝天然氣的好政策,節省開支又能提高生活質量,心里別提有多高興。
TIAN LUN GAS HOLDINGS LIMITED 2018-06-10T13:57 財經茄呢啡 由天倫燃氣管理層得悉2018年首季天倫燃氣的零售氣,維持同比30%的強勁增加。此外預期公司首季的售氣毛差維持在每立方0.6元人民幣。管理層亦指出正在研究及商談若干城市的燃氣項目,該行相信,公司今年仍有意收購一到兩個新項目。預計公司今年余下時間用於收購的開支4億元人民幣。
TIAN LUN GAS HOLDINGS LIMITED 2018-05-27T13:47 財經茄呢啡 交銀國際公布研報指,天倫燃氣一季度售氣量維持同比 30%的強勁增加,管理層亦直言正在研究及商談若干城市的燃氣專案,交銀相信公司今年仍有意收購一到兩個新項目。估計今年余下時間用於收購的開支為人幣4億元。
TIAN LUN GAS HOLDINGS LIMITED 2018-04-08T10:38 財經茄呢啡 00 【燃氣股】天倫燃氣發布,公司旗下天倫管網於近日獲河南省平頂山市葉縣住房和城鄉規劃建設局通知,授予相關葉縣鄉鎮管道天然氣的獨家特許經營權。天倫管網有權在葉縣13個鄉鎮的行政區域范圍內獨家規劃、設計、建設鄉鎮管道天然氣調壓站,鋪設天然氣管網,以管道輸送方式向用戶供給天然氣。
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