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《大行报告》瑞信上调中石化(00386.HK)目标价至6.5元 评级「跑赢大市」
阿思达克 04-12 10:09
瑞信发表研究报告,预期国际石油供需会於今年平衡,料在暑假需求会有复苏,而供应亦会同步,让行调升2021至22年布兰特油价预期至分别66.5美元及68美元,料第二季库存正常化步伐将会较快。

该行指,中石化(00386.HK)在油价上升与石化产品上升周期中,有最好的定位,去年第四季公司核心盈利按季升21%至203亿元人民币,而首季盈喜亦指盈利将达160亿至180亿元人民币,相估公司盈利增长可持续。

该行又指,除了短期因素推动外,公司亦积极提供能源转型计划,包括在氢能发展等,该行将其目标价由5.8元升至6.5元,同时升2021至23年每股盈利预期4%至13%,维持「跑赢大市」评级。

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