《大行報告》美銀證券上調神華(01088.HK)目標價至30元 評級「買入」
美銀證券稱神華(01088.HK)今年每股派2.54元人民幣,相當於中國公認會計準則(GAAP)100%派息,股息收益率14%,延續去年92%的高派息率,成爲一大驚喜。
該行稱,對煤價已非常看好,但年初至今煤價升幅仍有驚喜,上調2022財年煤炭價格至每噸870元人民幣,上調2022每股盈測3%,將神華目標價由27元上調至30元,爲該行首選之一,評級「買入」。
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