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《大行報告》摩通上調中海油(00883.HK)目標價至14.4元 評級「增持」
阿思達克 04-29 09:27
摩根大通發表評級報告指,預計市場對中海油(00883.HK)強勁股息和首季業績均有正面反應。該行指,因中海油對油價最爲敏感,公司仍然是全球收益率最高股票之一,相信因制裁帶來的不利因素已被消化。 該行表示,不排除管理層有機會回購H股,並將其每股盈測上調16%,其H股目標價由14元上調至14.4元,維持其「增持」評級。 摩通稱,將公司今年每股盈測上調,預料今年股息爲每股1.18元(已確認特別股息)加上每股1元人民幣,等於當前H股價格的22%。
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