《大行報告》匯豐研究上調中石化(00386.HK)目標價至5.66元 升今年盈預24%
匯豐環球研究發表報告指,中石化(00386.HK)今年首季業績表現穩固,由去年同期的虧損190億元人民幣,轉為盈利190億元人民幣,而且各個板塊均有復甦,該行預期集團今年第二季核心盈利能力會有進一步改善。
該行表示,中石化旗下新能源業務策略包括透過合作拓展電動車電池、氫能及太陽能業務等。雖然預期集團有關業務的回報非常緩慢,但更長期而言可形成盈利能力的重要基礎。
匯豐研究表示,輕微上調中石化股份目標價,由5.6元升至5.66元,維持「買入」評級,並上調集團今年盈利預測24%,明年保持不變,2023年則調低3%,以反映今年上半年煉油及化工業務表現強勁等因素。
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