大行評級|大摩:上調中海油H股目標價至22.7港元 評級“增持”
摩根士丹利發表研究報吿指,投資者近期偏向轉移至高收益的股票。相對中國十年期國債債券收益率僅2.3%,中海油H股目前仍提供逾6%的收益率,推動資金流入該股份,並提供重新評級的空間。該行預計,中海油在成本方面的表現將持續優勝於內地另外兩間石油龍頭公司。另外,中海油低成本的營運策略及良好的執行記錄,將推動公司在高油價中充分獲益。該行亦指,中海油對2023至2024財年的每股派息及派息比率的承諾,或顯示管理層對建設性油價及公司盈利表現的信心。大摩將中海油H股目標價由19.8港元上調至22.7港元,予以“增持”評級。
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