《大行報告》匯豐研究下調中海油(00883.HK)目標價至14.9元 評級「買入」
匯豐環球研究發表報告指,中海油(00883.HK)上半年盈利637億元人民幣,與該行預期一致,但高於市場預期共識。中期每股派息0.59港元,意味著派息率40%,為該行預測下限。雖然該行全球石油和天然氣團隊對原油價格展望疲軟,但中海油的產量增長和有效的成本管理應能保護盈利的下行風險,因此維持對對該股「買入」評級。目標價就由15.3元下調至14.9元。
匯豐研究將中海油今年至後年盈利預測上調4%,以反映對今年產量估計提高,以及對今明兩年美元兌人民幣匯率預測調整。
另外,該行指,中海油於去年股東大會已授權H股進行潛在的股票回購,是一個值得關注的積極催化劑。
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