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《大行報告》中金上調中海油(00883.HK)目標價至14元 評級「跑贏行業」
阿思達克 03-30 15:38
中金發表報告指,中海油(00883.HK)去年純利1,417億元人民幣,按年升101.5%,創歷史新高,符合該行預期,主要由於較高的油氣價格和優秀的成本控制。 中金指,公司承諾2022至2024年的年度股息支付率不低於40%,派息絕對值下限333億港元,派息有較強的保證。該行認為隨著今年原油波動率下降且仍然維持高位,這將增強股息的確定性和持續性,派息比例也有望按年上行。公司披露去年回購約6.23億元人民幣,該行認為在合適的時候,公司仍然很有可能會加大對H股的回購力度。 中金提到,由於原油價格持續高位且公司成本管控良好,上調今年盈利預測10%至1,229億元人民幣,維持明年盈利預測基本不變。考慮到股息收益率有望提升,H股目標價上調22%至14港元,評級「跑贏行業」。
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