《大行报告》大和升神华(01088.HK)评级至「跑赢大市」 目标价上调至16.9元
大和发表报告指,中国神华(01088.HK)重申未来会维持稳固的股息分派政策,而集团宣派去年末期息每股1.81元,代表去年派息比率达100.3%,以4月1日收市股价计的股息收益率吸引,达11.3%。
该行表示,集团计划於「十四五」规划期间投资3吉瓦的可再生能源产能,预料其作为国家能源投资集团的子企可受惠於再生能源的扩展。报告并指集团3月底通过H股回购决议,倘落实料支持股价
大和上调神华股份评级,由「持有」升至「跑赢大市」,目标价由15.5元上调至16.9元,并调低集团今年每股盈利预测7%,明年则升4%,以反映不同的成本假设。
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