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Tian Lun Gas Holdings Limited 2018-04-08T10:38 財經茄呢啡 該行又直言國家能源局直言要提高天燃氣占能源消耗比例至7.5%,促使該行對未來燃氣供給行業維持正面,又預期從2017至2020年,內地對天燃氣使用量可以錄得14%的年復合提升。該行分別予新奧能源「買進」評級,目標價為69.2元,予天倫燃氣目標價價為8元,評級亦為「買進」,目標價為8元,予華潤燃氣目標價為27.9元,評級為「中性」。
Tian Lun Gas Holdings Limited 2018-03-21T10:47 財經茄呢啡 天倫燃氣自去年11月見8元高位後反覆下挫,重要是投資者對燃氣價位改革有疑慮。其股價累跌50%後,近期在4元水平復見支撐,一來市場已消化氣價改革的情緒影響;二來是資產有轉向燃氣股的跡象;三是其控股股東近期持續在市場賣入天倫,投以信心一票。預計短線上漲動力轉強,有留意價值。
Tian Lun Gas Holdings Limited 2018-03-21T10:47 財經茄呢啡 具公用股性質的燃氣股亦成為跌市奇葩,新奧能源昨天逆市升3.1%,規模較細的天倫燃氣更大升7.2%,可為防守股之選。內地力谷以天然氣作為主流燃料,通過調降燃氣價位刺激下游需求。然而,市場預計臨近冬季,天然氣供給趨向緊張,天然氣價將轉為調高,成為有幫推動燃氣股的催化劑。
Tian Lun Gas Holdings Limited 2018-03-21T10:47 財經茄呢啡 故11月29日港股市場燃氣股全線爆發,其中板塊龍頭中國燃氣報25港元,漲12.36%,領跑燃氣板塊,該股成交4.11億港元,最新總市值1,242億港元。此外,中裕燃氣漲12.02%,報4.94港元;中油燃氣漲3.70%,報0.56港元;昆侖能源漲1.19%,報6.78港元;天倫燃氣漲1.42%,報5.70港元。
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