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《大行报告》瑞信上调上石化(00338.HK)目标价至2.1元 评级「中性」
阿思达克 04-29 10:21
瑞信发表报告指,上石化(00338.HK)今年首季的基本面仍然稳固,录纯利12亿元人民币(按季下跌8%),占该行今年全年预测37%。虽然业绩按季似乎稍有转弱,不过若撇除去年第四季的减值拨回,及今年首季录得更大的销售及行政开支,核心纯利按季应有稳健增长。

该行上调上石化股份目标价,由2元升至2.1元,评级维持「中性」,并调升集团今年每股盈利预测9%。瑞信表示,集团今年的主要维护工作或会对第二季盈利有明显影响。管理层早前提到,维护将影响其炼油和石化产能50%以上,因此第二季销量和盈利与首季相比会有重大改变。

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