《大行报告》瑞信上调上石化(00338.HK)目标价至2元 评级「中性」
瑞信发表报告指,上石化(00338.HK)去年纯利6.45亿元人民币,按年下跌71%,符合早前的业绩预报,主要受惠於去年第四季纯利按年反弹138%,而按季亦增长20%。
该行表示,由於原油价格稳定复苏及下游需求稳固带来强劲支持,下游盈利能力在今年首季及上半年料有更强势头,集团的毛利估计会有全面恢复并超过疫情前水平。
瑞信上调上石化股份目标价,由1.9元升至2元,评级维持「中性」,并调升集团今明两年每股盈利预测分别13%,以反映本年至今的势头更加强劲。
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