《大行報告》瑞信下調上石化(00338.HK)目標價至1.9元 評級「中性」
瑞信發表報告表示,上海石油化工股份(00338.HK)發盈喜料今年上半年業務扭虧為盈,錄得純利11億元至14億元人民幣,相當於該行及市場全年盈利預期之35%及34%,即是第二季純利剛好超過收支平衡點之6,200萬元人民幣,按季下跌95%,遜於市場預期。
該行指,由於油價高企下,預期上石化下半年面對煉油利潤率受壓及化工產品價差等問題。該行將其2021至2023年度每股盈利預測下調1%至12%,目標價由2.1元降至1.9元,此相當預測今年市賬率0.55倍,維持「中性」評級。
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