《大行報告》瑞信上調中海油(00883.HK)目標價至12.8元 評級「跑贏大市」
瑞信發表報告指,中海油(00883.HK)受人民幣按年升值8%影響,成本按年上升13%,但受惠營運的強勁槓桿效果,中海油上半年業績達至該行全年預期盈利的46%,估計全年盈利預測有望上調。中期派息0.3港元(按年增50%),意味派息率33%及股息回報7%。
中海油管理層維持今年資本開支900至1,000億元人民幣的目標,但上半年僅投入預算的38%,故預期下半年將投放更大比重,全年生產目標有可能上調。
瑞信將中海油目標價由12.5港元,上調至12.8港元,並調高2021至2023年每股盈利2-3%,維持「跑贏大市」評級。
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