中金:維持中海油(0883.HK)增持評級 目標價10.3港元
中金公司發表研究報吿指,MSCI和富時羅素將中海油(0883.HK)剔除出部分指數系列的決定1月27日生效,考慮到ETF的潛在調倉,如果股價出現大幅波動,建議長期投資者加倉,認為中海油在增長前景、成本控制和長期股息率方面都優於同行,維持增持評級和10.3港元目標價。
中金表示,事件風險已基本反映在近期的交易中,而公司的基本面、生產和經營並未改變,而在H股市場,過去60個交易日中海油的前十大外資機構投資者淨賣出51億股,佔其總股本的近12%,估計2020年11月之前,中海油總股本的10%-15%由美國基金持有。

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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.