GAS [BUY +20.2%] - A play on structural transition to imported LNG - Update
  • 2020-08-03T17:09:03
  • Company Research
We nudge up our target price by 0.3% as we raise 2020F earnings by 6.2% thanks to higher gas prices for industrial parks, while keeping 2021-2030F earnings nearly unchanged. However, we upgrade our rating from OUTPERFORM to BUY as GAS’s share price has declined ~10% in the past three months.