JPM-ENN Natural Gas–A Model Update-20251015
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摘要原文摘录We are updating our model to incorporate the latest operating trends and trim 2026-27E earnings by 4-7% mostly due to the disposal of the methanol business. We roll forward our PT…
研究对象公用事业
发布机构摩根大通
分析师Stephen Tsui,Vento Suen,Alan Hon
发布日期2025-10-15
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机构观点归属摩根大通，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研究对象公用事业
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研报摘要
摘要原文以原始报告为准
We are updating our model to incorporate the latest operating trends and trim 2026-27E earnings by 4-7% mostly due to the disposal of the methanol business. We roll forward our PT to Jun-26 (from Dec-25),and keep our SOTP-based PT at RMB 17/sh. This update reflects a higher A/H premium applied to ENN Energy’s valuation (from 15% to 25%), referencing the implied trading premium observed after the announcement of the potential privatization deal. Maintain Neutral.
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