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《大行報告》瑞信上調上石化(00338.HK)目標價至2.1元 評級「中性」
阿思達克 04-29 10:21
瑞信發表報告指,上石化(00338.HK)今年首季的基本面仍然穩固,錄純利12億元人民幣(按季下跌8%),佔該行今年全年預測37%。雖然業績按季似乎稍有轉弱,不過若撇除去年第四季的減值撥回,及今年首季錄得更大的銷售及行政開支,核心純利按季應有穩健增長。

該行上調上石化股份目標價,由2元升至2.1元,評級維持「中性」,並調升集團今年每股盈利預測9%。瑞信表示,集團今年的主要維護工作或會對第二季盈利有明顯影響。管理層早前提到,維護將影響其煉油和石化產能50%以上,因此第二季銷量和盈利與首季相比會有重大改變。

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