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大行每日評級 | 瑞銀升中石化目標價,料取得8年來最佳盈利

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1.瑞銀維持中石化(00386)“買入”評級,目標價由4.7港元升至4.9港元。該行預測,公司的勘探及開採和化工業務可引領盈利升級,雖然公司股價表現年初至今已跑贏大盤,但目前仍未捕捉到潛在的強勁增長。

2.摩根士丹利維持同程藝龍(00780)“增持”評級,目標價升4.5%至23港元。該行表示,公司較同業更具能見度且強勁,增長勢頭延續至2022年以及微信條款更新,都將有助估值進一步獲重估。截至發稿,同程藝龍大漲超13%,一季度經調整純利大增279.5%,總交易額升83%至333億元。

3.摩根大通將所覆蓋的港股三家珠寶股評級由“增持”降至“中性”,包括周大福(01929)、六福集團(00590)、周生生(00116),因增加店鋪競爭趨於激烈,以及旅客數量復甦或需時;該行重申相對偏好周大福,維持對其長遠增長軌跡正面看法,但由於大部分正面催化劑已反映,預計短期下行風險大於潛在上行空間,建議趁高鎖定利潤。

4.摩根士丹利將攜程(TCOM)評級由“持有”上調至“增持”,目標價50美元。該行表示,在未來12個月內,股價將反映市場對出境旅遊復甦的預期,因出境遊的單位經濟效益是國內遊的4到5倍,是公司多年來的收入驅動因素。該行還表示,攜程有望在二三線城市重新奪得市場份額。

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