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《大行報告》匯豐研究上調中海石油化學(03983.HK)目標價至5.8元 評級「買入」
阿思達克 07-13 10:50
匯豐環球研究發表報告指,中海石油化學(03983.HK)股價年初至今已上升了118%,對比同期恆指爲上升了0.4%,主要是受惠於期內的化肥上升週期及尿素價格提高。

該行表示,在2011年的上升週期中,集團的一年預測市賬率爲1.7倍,而目前僅爲0.7倍,意味股份有額外空間估值重評。另外,該行估計即將到來的旺季會令尿素市場趨緊,或是股份的潛在催化劑。

匯豐研究上調中海石油化學目標價,由5元升至5.8元,評級維持「買入」,並調升集團今明兩年盈利預測分別57%及22%。(ek/k)

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