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大行評級|中銀國際:上調中石化目標價至6.21港元 重申“買入”評級
中銀國際發表研報指,中石化今年上半年淨利潤按年升3%,較該行預測高4%,主要由於聯營公司及合資公司利潤高於預期。至於煉油及化工板塊利潤實際低於該行預期。展望未來,由於近期油價下跌可能對煉油及營銷板塊的盈利能力造成短期壓力,該行預計中石化下半年盈利將較上半年下跌20%。另外,中銀國際將中石化2024至2026財年盈利預測上調4%至11%。並指公司提議的2024至2026財年最低派息率為65%,提供了良好的下行保護。因此,該行將中石化H股目標價上調至6.21港元,重申“買入”評級。
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