郭家耀: 中海油(00883.HK)增派息利估值 內房受壓港股短期料整固
安里資產管理董事總經理郭家耀稱,美股周四(13日)先升後急挫,美國12月份生產物價指數增幅放緩,顯示通脹壓力緩和,刺激大市早段造好,其後聯儲局官員預計今年加息機會多達四次,引起市場疑慮,大市掉頭向下,三大指數均錄得跌幅收市,其中以納指跌幅最為顯著。美元走勢向下,美國十年期債息回落至1.70厘水平,金價先升後回,油價亦反覆受壓。港股預託證券普遍下跌,預料大市早段跟隨外圍低開。
內地股市向下,滬綜指收市下跌1.1%,滬深兩市成交額維持於萬億元人民幣水平。
港股昨日高開後好淡爭持,新經濟股高位回落,內房股顯著受壓,影響大市表現。外圍憂慮加息前景,預計市況短期需要反覆整固,指數或下試24,000點支持,100天線24,600點暫有阻力。
另中海油(00883.HK)表示,2021年淨產量預期將達約5.7億桶油當量,並訂立今年淨產量目標為6.0至6.1億桶油當量,中國約佔69%,海外約佔31%。而2023及2024年度淨產量目標分別為6.4至6.5億及6.8至6.9億桶油當量。資本開支方面,公司制定2022年資本支出預算總額為900至1,000億元人民幣,其中勘探、開發、生產資本化和其他資本支出預計分別佔約20%、57%、21%和2%。中海油預期今年將有13個新項目投產,包括中國的渤中29-6油田開發、墾利6-1油田5-1、5-2、6-1區塊開發等,全年計劃鑽探海上勘探井227口,陸上非常規勘探井132口,共採集三維地震數據約1.7萬平方公里。除此之外,中海油宣布,為確保股東回報,2022年至2024年全年股息支付率預計將不低於40%,2022年至2024年全年股息絕對值預計不低於每股0.7元人民幣。另外,公司上市20周年,將加派特別股息,並將於適當時機進行股票回購。為修復股價,公司明晰未來三年的分紅政策及計劃回購股份,而中海油回A進展順利,現時未有明確上市時間。增加派息及回購股份,加上油價展望穩定,均有利股價表現,預料中海油估值有修復空間。
(筆者為證監會持牌人,沒持有上述股份)~
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