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一文綜合大行於中石油(00857.HK)公佈業績後最新評級、目標價及觀點
中國石油股份(00857.HK)今早股價造好,最新報3.76元升3%。花旗發表報告表示,油價上漲推動下,中石油第二季度盈利創歷史新高,淨利潤達430億人民幣,按季增長11%。剔除一次性非現金項目,核心淨利潤按季增長29%至500億元,將其評級從「中性」上調至「買入」,目標價由3.8港元上調至4.4港元。 中石油今年上半年營業額16,146.21億元人民幣按年升34.9%。純利823.91億人民幣按年升55.3%;每股盈利0.45元人民幣。派中期息20.258分,上年同期派13.04分。 當中,勘探與生產分部營業收入爲4,473.5億人民幣,按年增長42.9%;煉油與化工分部營業收入爲5,838.52億人民幣,按年增長27.1%。期內,原油產量4.52億桶,比上年同期增長2%。可銷售天然氣產量2.36萬億立方英尺,比上年同期增長4.4%。油氣當量產量8.45億桶,比上年同期增長3.1%。爲2,420億人民幣。 【季績創新高 派息優預期】 瑞信發表報告表示,中石油第二季業績符合公司指引,指第二季純利達430億人民幣創歷史高位,派息比率達45%,即年化股息回報達到12釐,決定上調對中石油目標價由5.3元升至5.4元,維持「跑贏大市」評級,並上調對中石油於預測2022年至2024年每股盈利預測各12.1%、5.3%及6.1%。 摩根大通發表,中石油第二季純利符合預期,派息高於市場預期,令人最大驚喜是旗下天然氣業務(相關業務營運溢利高於預期23%),決定上調對其明年每股盈利預測4%,維持「增持」評級及目標價5.5元。 -------------------------- 下表列出3間券商對其評級及目標價: 券商│投資評級│目標價(港元) 摩根大通│增持│5.5元 瑞信│跑贏大市│5.3->5.4元 花旗│中性->買入│3.8->4.4元 券商|觀點 摩根大通│增加股息有驚喜 瑞信│進口天然氣損失可控,上調2022年至2024年每股收益5-12% 花旗│油價上漲推升次季盈利創新高,料今年全年天然氣損失進一步收窄
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