《大行報告》瑞信升中海油(00883.HK)目標價至13.3元 指派息及回購承諾受市場歡迎
瑞信發表研究報告指出,中海油(00883.HK)的2022年經營策略顯示公司增長前景,而策略重點是公司對派息及回購的承諾,是公司史上首次,該行認為中海油有關策略將受到市場歡迎,預期公司股價應有積極反應。
該行指出,中海油今年淨產量目標為6億至6.1億桶油當量,按年增長5至7%,由今年計劃投產的13個新項目提供支持(去年為19個項目)。其新的三年生產目標(2022至2024年)意味著年均複合增長率6%。
瑞信指中海油宣布將派發2021財年特別股息及進行股份回購,以及2022至2024財年全年每股股息不低於0.7元,即相當於未來三年股息率達8%。該行上調中海油目標價由13元上調至13.3元,此按現金流折現率作估值,調高對其2022至2023年每股盈利預測增長1至2%,指中海油被嚴重低估,維持對其「跑贏大市」評級。
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