《大行報告》大摩將中石油(00857.HK)及美團(03690.HK)納入中港焦點股名單 剔出山東黃金(01787.HK)及南山鋁業(600219.SH)
摩根士丹利發表報告,將中石油(00857.HK)及美團(03690.HK)納入中港焦點股名單,並剔出山東黃金(01787.HK)及南山鋁業(600219.SH)。
該行表示,中石油股價年初至今僅上升了20%,同期布蘭特油價則上升約50%,至每桶超過100美元,認為集團今年的業績將為過去十年中最佳,市場普遍預期盈利應有較大上升空間。大摩相信,中石油強勁的上游盈利,和良好控制進口天然氣虧損,足以抵銷下游表現疲弱的影響。此外,該股現時估值處歷史低谷,相當於0.5倍市賬率及5倍市盈率,提供良好風險回報。
至於美團的外賣業務面對監管及競爭造成的破壞較小,到店業務亦有持續的變現機會,因此為該行的中資互聯網股首選,相信集團在未來六至十二個月是內地疫情後解封有最佳表現的企業之一。(ek/u)
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