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一文綜合大行於中石化(00386.HK)公布業績後最新評級、目標價及觀點
中國石油化工股份(00386.HK)今早股價造淡,最新報3.78元下滑近1.1%。美銀證券表示,中石化今年中期純利按年升11%至445億人民幣,相當於該行及證券同業對其全年預測各60%及64%,指公司勘探及開發業務略優預期,主要是成本控制,但指下游表現仍弱,但指其回購A股股份及估值具吸引力,維持對其「買入」評級。 中石化公布6月止六個月中期業績,按中國會計準則,實現營業收入1.61萬億人民幣按年增加27.9%。錄得純利435.3億人民幣增長10.4%,每股收益36分,每股中期息派16分。 按國際財務報告準則,上半年經營收益629.24億人民幣增長7.6%。錄得純利444.51億人民幣增長10.5%,每股收益36.7分。期內,勘探及開發業務經營收益263億人民幣,增長322%;煉油業務經營收益297.7億人民幣,下降24.4%。上半年實現油氣當量產量2.42億桶油當量增加2.9%,其中,境內原油產量1.25億桶增加0.8%;天然氣產量6,139.2億立方英尺增5.4%。加工原油1.21億噸,下降4.2%。下半年,計劃生產原油1.41億桶,生產天然氣6,429億立方英尺;境內成品油經銷量8,710萬噸。中石化(600028.SH)亦公布,擬使用12.5億元至25億元自有資金,通過上海證券交易所系統以集中競價交易方式回購公司A股。 ------------------------------------------- 下表列出4間券商對其評級及目標價: 券商│投資評級│目標價(港元) 美銀證券│買入│5.1元 摩根士丹利│與大市同步│4.73元 摩根大通│增持│4.6元 光大証券│買入│— 券商│觀點 美銀證券│勘探開發成本控制得宜,回購A股股份估值具吸引力 摩根士丹利│得益於勘探與生產和營銷次季業績表現出色 摩根大通│次季業績勝預期,回購A股股份有驚喜派息比率符預期 光大証券│上游資本開支投入大增,增加新能源佈局
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