《大行報告》摩通:中海油(00883.HK)未來三個月或持續回購 評級維持「增持」
摩根大通發表報告指,中海油(00883.HK)開始H股回購行動,昨日(13日)斥逾1.49億元於聯交所回購1,493萬股,每股平均回購價約10元。而中海油股價昨日上升1.7%,對比同業中石油(00857.HK)為上升0.3%,恆指則為下跌0.2%。
摩通估計,中海油在未來三個月或會持續購回H股,因該行預測集團現價僅反映油價每桶約65美元水平,維持對其股份「增持」評級,目標價15元。
該行又繼續預期中海油今年下半年的每股派息為0.48元人民幣,約為現時股價的5%。參考同業中石化(00386.HK),及假設中海油將斥12.5億元至25億元人民幣購回H股,估計其今年股東收益率約為13%。
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