《大行報告》大和升神華(01088.HK)評級至「跑贏大市」 目標價上調至16.9元
大和發表報告指,中國神華(01088.HK)重申未來會維持穩固的股息分派政策,而集團宣派去年末期息每股1.81元,代表去年派息比率達100.3%,以4月1日收市股價計的股息收益率吸引,達11.3%。
該行表示,集團計劃於「十四五」規劃期間投資3吉瓦的可再生能源產能,預料其作為國家能源投資集團的子企可受惠於再生能源的擴展。報告並指集團3月底通過H股回購決議,倘落實料支持股價
大和上調神華股份評級,由「持有」升至「跑贏大市」,目標價由15.5元上調至16.9元,並調低集團今年每股盈利預測7%,明年則升4%,以反映不同的成本假設。
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