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《大行報告》大摩:中石油(00857.HK)歷來首次回購成為重估催化劑
阿思達克 03-30 15:38
摩根士丹利發表報告指,中石油(00857.HK)去年純利1,490億元人民幣,符合盈喜的中間數,該行表示,在2022財年報告中,公司派息比率持續改善和削減資本支出預算是全新的正面影響。更重要的是,公司宣布首個股票回購計劃,獲授權回購不超過A股和H股總數的10%,該行視此為重估催化劑。 該行表示,整合上游業務模式將有助平穩煉油的盈利能力;同時該行預計今年油價會走低,潛在的天然氣價格上漲,天然氣業務今年盈利應實現顯著好轉。該行給予集團目標價5.5元,維持評級「增持」。(ca/k) ~
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