一文綜合大行於中海油(00883.HK)公佈首季績後最新目標價及觀點
中國海洋石油(00883.HK)宣派特別息每股1.18元,今早股價抽上,盤中曾高見11.56元一度彈高6.6%,最新報11.28元升4.1%。瑞信表示,中海油首季業績強勁及派特別息每股1.18元,加上去年上半年每股股息0.3元,即相當股息回報13釐,屬史上最高水平,上調對其目標價由13元升至13.3元。
公司昨收市後公佈,按照中國企業會計準則,今年首季營業收入爲908.98億元人民幣按年增長73.52%;淨利潤爲343.01億人民幣按年上升131.67%。基本每股收益0.77元人民幣。期內,公司未經審計的油氣銷售收入達約823.8億人民幣按年上升70.44%,季度內,公司的平均實現油價爲每桶97.47美元,按年上升65.01%,與國際油價走勢基本一致;平均實現氣價爲8.35美元/千立方英尺,按年上升24.44%,主要由於市場供求影響帶來的價格上漲。
【首季績強勁 宣派特別息】
摩根大通表示,對中海油派特別息(每股1.18元)及首季業績感到鼓舞,指公司屬全球派息最高的上市企業之一,重申對其「增持」評級,上調對其目標價由14元升至14.4元。
瑞銀表示,中海油今年首季純利按升1.3倍,計及其宣派特別息每股1.18元,連同2021年中期股息0.3元,即股息回報達13.7釐,決定調高對其2022年每股盈利預測8%,重申對其「買入」評級及目標價13.2元。該行料中海油2022年及2023年每股股息各爲1.3元及1.06元(對比2021年每股股息共1.48元)。
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本網綜4間券商列出對中海油投資評級及目標價:
券商│投資評級│目標價(港元)
摩根大通│增持│14元->14.4元
摩根士丹利│增持│14元
瑞信│跑贏大市│13->13.3元
瑞銀│買入│13.2元
券商│觀點
摩根大通│對派特別息及首季業績感到鼓舞
摩根士丹利│首季業績優預期,指派息高
瑞信│首季業績表現強勁,股息率達13%影響正面
瑞銀│買入│ 上調2022年油價預期帶動盈利增加850億元人民幣
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