《大行報告》瑞信上調中石油(00857.HK)目標價至5.4元 評級「跑贏大市」
瑞信發表報告,指中石油(00857.HK)2022年第二季淨利潤達430億元人民幣,按年升71%,是上市以來最佳季績,該行將其2022至2024年每股盈測上調5%至12%,H股目標價由5.3元上調至5.4港元,評級「跑贏大市」。
瑞信表示,中石油中期息每股20分人民幣,按年升55%,分派比率維持45%,意味年化股息率達12%。中石油維持2022年全年燃氣進口虧損指引200億至250億元人民幣,該行認爲估算保守,預計全年實際虧損可能低過這個水平。
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