大和:中海油(0883.HK)發行A股有望利好氣氛 重申“跑贏大市”評級
大和發佈報吿,中海油發行A股有望利好氣氛,重申“跑贏大市”評級,目標價定為9港元(較前收市價8.07港元有11.5%潛在升幅)。
報吿指出,中海油宣佈A股上市計劃,集資不超過350億元人民幣,預計發行不多於26億股,摺合每股13.46元人民幣,比H股上週五收市8.07港元有溢價,相信有望帶挈H股股價向上重估。大和又指,中海油集資有望增快產量增長,因集團受美國製裁下,海外難以籌集資金,公司市賬率低過過往11年1.9個標準差。該股現報8.48港元,最新市值3786億港元。

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