《大行報告》匯豐研究:中海油(00883.HK)和中石化(00386.HK)季績強勁 潛在回購或成催化劑
匯豐研究發表報告,指中海油(00883.HK)和中石化(00386.HK)首季業績強勁,上游增長動力應能持續到今年第二季,不過疫情導致的供應鏈問題或導致下游面臨壓力,潛在回購或成股價催化劑。該行維持中海油「買入」評級,對中石化和中石油(00857.HK)評級「持有」。
匯豐表示,仍然是優先看好中海油,因為其股東回報改善,同時重申了股票回購的意向,維持中石化評級「持有」,因為盈利增長勢頭放緩,下游業務存在毛利率風險,儘管潛在股票回購將是積極因素。
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