You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合券商於中石油(00857.HK)公布去年業績後最新目標價及觀點
中石油(00857.HK)公布去年業績後股價造好,盤中曾高見4.58元一度彈高5.5%,最新報4.5元升3.7%。高盛表示,中石油去年業績大致符合預期,指派息高於指引和潛在的股票回購,公司自由現金流按年增長88%,去年派息比率由指引的45%上調至52%,股息回報達11厘,公司發布獨立非執行董事同意將股份回購方案提交公司股東大會進一步審議的通知,表明公司未來或進行股份回購和更積極市值管理的可能性,維持「買入」(「確信買入」名單)及目標價5.8元。 中石油昨收市後公布去年業績,按國際財務報告準則,營業額3.24萬億元人民幣按年升23.9%。純利1,493.8億人民幣,按年升62.1%;每股盈利82分。派每股末期息22分,上年同期派9.622分。按中國企業會計準則,去年純利1,493.75億人民幣,按年增62.1%。集團全年資本性支出為2,743.07億人民幣,按年增長9.2%。 去年集團原油產量9.06億桶,按年增長2.1%;可銷售天然氣產量4.675萬億立方英尺,按年增長5.8%,油氣當量產量16.85億桶,按年增長3.7%。中石油去年加工原油12.13億桶,按年下降1%。展望今年,集團計劃原油產量為9.13億桶,可銷售天然氣產量為4.89萬億立方英尺,油氣當量合計為17.28億桶。此外,中石油獨立非執董於股東大會給予董事會回購股份的一般性授權的獨立意見。 【增派息比率 提股份回購】 瑞信發表報告表示,中石油去年淨利潤增長符合預期,派息比率提升至52%(對比2021年為45%),為三大石油股中唯一一家增派息的油企。股息提升和股股回購計劃均為市場帶來驚喜。該行將中石油今明兩年每股盈利預測各提高5.1%及2.8%,將中石油H股目標價由5.2港元增至5.7港元,維持其「跑贏大市」投資評級。 摩根士丹利表示,中石油宣布史上首次的股份回購計劃,並上調去年派息比率至52%,今年亦計劃削減資本開支,相信消息對其股價影響正面,維持「增持」評級及目標價5.5元。 ------------------------------------ 下表列出3間券商對其評級及目標價: 券商│投資評級│目標價(港元) 高盛│買入(「確信買入」名單)│5.8元 瑞信│跑贏大市│5.2元->5.7元 摩根士丹利│增持│5.5元 券商│觀點 高盛│派息比率高於預期,回購股份潛在利好訊號 瑞信│去年業績符合預期,增加派息及回購股份有驚喜 摩根士丹利│回購及增派息有驚喜,今年減少資本支出指引屬正面
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account