《大行報告》瑞信:中海油(00883.HK)2023年策略展望顯示邁向正確一步 評級「跑贏大市」
瑞信發表報告指,中海油(00883.HK)今年的策略展望顯示其正面發展與早前指引一致,集團今年生產目標為6.5億至6.6億桶,按年增長5%至6%,主要受到九個新項目起動的支持。集團同時更新今年至2025年的三年產量年均複合增長率目標為6%。
該行表示,中海油最新的產量指引,可使集團達至2025年日產200萬桶的里程碑,其為集團於2017年設下的長期目標,由此可見集團的執行能力。
瑞信相信中海油的最新展望會受到市場歡迎,維持對其「跑贏大市」評級及目標價13.5元。假設集團派息比率為60%,其現時提供的2022年股息收益率達19%,是有吸引力水平。
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