《大行报告》瑞银:神华(01088.HK)营运溢利按季改善及提回购 料市场反应正面
瑞银发表报告表示,中国神华(01088.HK)公布今年上半年纯利204亿人民币,按年跌16%,与公司早前发盈警一致,公司同时公布提请股东批准授权董事会回购不超过发行H股总数的10%,回购价不高於各次实际回购日前5个交易日平均收市价5%。
该行指,神华今年第二季营运溢利按季改善29亿人币,主要是发电业务营运溢利提升及原煤部份亦见改善,相信投资者对神华次季业绩按季改善及股份回购计划的反应正面,但仍关注其长线营运趋势,维持对其「中性」投资评级及目标价13.05元。
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