JPMorgan Maintains Cautious Stance on Mainland Gas Stocks, Favors Kunlun Energy with Raised Target

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Yesterday

JPMorgan has released a research report expressing a continued cautious outlook on China's gas utility sector. The bank anticipates that full-year results for covered companies may disappoint, with limited room for improvement in this year's projections. It expects the industry to maintain low growth due to weak gas sales volume growth, a continued decline in new residential connections, and stable gas margins. The bank's top pick in the sector is Kunlun Energy (00135), forecasting a shareholder return rate of 6% (including dividends and buybacks). It also suggests the possibility of a dividend ratio increase and announcement of a new dividend plan in March. The stock received an "Overweight" rating, with the target price raised from HK$7.8 to HK$9. Additionally, ENN Energy (02688) also received an "Overweight" rating due to its current A-share and H-share price discount of 33%. The discount is expected to narrow if further progress is made toward privatization. The H-share target price for ENN Energy was raised from HK$66.5 to HK$72.5, while the A-share target price for ENN Natural Gas (600803.SH) was increased from RMB 17 to RMB 18.5, with a "Neutral" rating. Concurrently, the bank downgraded Hong Kong and China Gas (00003) from "Overweight" to "Neutral," raising the target price from HK$7.25 to HK$7.6, citing relatively reasonable valuation after its share price increase since the second half of last year.

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