《大行報告》摩通:中石化(00386.HK)上季營運數據略遜預期 評級「增持」
摩根大通發表報告指,中石化(00386.HK)去年第四季經營數據略遜預期,繼續反映季內本地需求疲弱,不過該行相信市場已大致預期有關情況,由於內地自11月中開始放鬆本地旅遊限制,相信集團銷量於第四季或已見底。
該行提到,中石化將於3月27日公佈去年業績,預料投資者會將焦點放於內地重新開放後,國內需求和利潤率改善的步伐、股息/回購,及去年第四季產生的一次性影響。
摩通維持對中石化股份「增持」評級,目標價4.1元。
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