《大行報告》建銀國際上調中石化(00386.HK)目標價至4.8元 評級「跑贏大市」
建銀國際發表報告指,中石化(00386.HK)上半年業績表現勝於預期,純利按年升10%(按季升36%)至435億元人民幣,佔該行及市場對其全年預測的近60%,受惠於成本控制的策略,認為中石化上半年業績屬「小成功」而中石化的每股中期派息為0.16元人民幣,與去年同期持平,意味著派息率為45%。
建銀國際表示,將中石化今年、明年及2024年盈利預測各上調8%、6%及12%,並將其目標價由4.75元上調至4.8元,意味著有35%的上行空間,重申對其「跑贏大市」評級。(ca/w)
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