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大和:上調中石化冠德(0934.HK)目標價至4.2港元 評級“買入”
格隆匯 07-07 13:50

大和上調中石化冠德(0934.HK)目標價至4.2港元,重申“買入”評級。

大和發表報告稱,中石化冠德的股價在過去3個月中反彈了18%,但認為其0.7倍市淨率的估值低得不合理。另外,數據顯示,截至7月6日,青島港已有30多艘超大型油輪排隊等候,對比2018年和2019年同期為3-5艘,等待時間長達2周。

大和認為,由於煉油廠的強勁生產,中國將繼續有大量石油進口,對油碼頭需求將在下半年保持穩定,因此將青島港的2020年預測碼頭吞吐量上調,將從267公噸增加至274公噸,又將2020-21年每股盈利預測上調1.3%。

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