《大行报告》花旗:中海油(00883.HK)上季盈利符预期 派息有望提升
花旗发表报告指,中海油(00883.HK)发盈喜,预料去年盈利介乎1,400亿元至1,440亿元人民币,意味去年第四季利润约300亿元至350亿元人民币,符合该行预期。
该行认为,虽然布兰特油价于去第四季按季由97美元下跌至88美元,但由于较预期佳的成本控制和产量增长,中海油成功保持与第三季相当的利润,集团亦承诺派发不少于40%的股息(或最低每股0.7港元)。
因现金流强劲及盈利能力创纪录,花旗料中海油于3月公布的股息有潜在上升空间,或于短期内为股价提供支持,维持其股份「买入」评级及目标价17元。
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