瑞信:維持對中海油(0883.HK)跑贏大市評級 目標價12.8港元
瑞信發表研究報吿,稱中證監早前宣佈擴大2018年試點範圍,容許更多紅籌企業A股上市。除了擴大到新能源、材料及電動車,另一個關鍵是具國家重大戰略意義的公司。
該行認為,這意味中海油(0883.HK)潛在A股上市可能會開綠燈,市場一直期待該公司可跟隨中資電訊商的步伐。另將有助中海油在ADR退市後,開拓一個新的投資者基礎。該行又認為,相關積極的發展應會受到市場歡迎,預計中海油有望獲重估,並縮小與中石油的差距。
該行維持對其跑贏大市評級,目標價12.8港元。
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