郭家耀:業績期近尾聲港股料反覆 中石化(00386.HK)派息能力受壓
港灣家族辦公室業務發展總監郭家耀稱,美股週四(27日)反覆向下,關稅消息繼續困擾市場,三大指數均錄得跌幅收市。美元反覆偏軟,美國十年期債息回升至4.36釐水平,金價持續向好,油價走勢亦向上。港股預託證券大致向好,預料大市早段溫和高開。
內地股市昨日先跌後回升,滬綜指低開後反覆回穩,收市上升0.2%,滬深兩市成交額略爲增加。
港股繼續好淡爭持,指數一度高見23,800點水平,尾市升幅大爲收窄,整體成交亦保持清淡。業績期已接近尾聲,市場關注重點轉向關稅消息,預料短期未有突破,繼續維持23,000至24,000點水平上落。
另中石化(00386.HK)去年盈利503億元人民幣(下同),按年下跌16.8%,期內,營業收入3.07萬億元,按年減少4.3%。全年油氣當量產量5.15億桶,按年增長2.2%,其中,境內原油產量2.54億桶,按年增長0.9%;天然氣產量1.4萬億立方英尺,按年增長4.7%。全年加工原油2.52億噸,生產成品油1.53億噸,其中,汽油產量增長2.6%,煤油產量增長8.6%。勘探及開發事業部去年經營收入2,972億元,按年下降0.9%,主要因原油產品價格下降影響;經營收益564億元,增加25.4%。煉油事業部去年經營收入1.48萬億元,按年下降3.2%,主要因成品油價格隨原油價格下降,以及柴油銷量減少;經營收益67億元,減少67.4%。營銷及分銷事業部去經營收入1.71萬億元,按年下降5.7%;經營收益186億元,下降28.1%。化工事業部去年經營收入5,239億元,按年增長1.7%;經營虧損99.97億元。今年公司計劃資本支出1,643億元,主要投向高質量勘探開發,煉化業務轉型升級,綜合加能站網絡建設,新能源、新材料、綠色環保項目建設等領域。派末期息每股0.14元,連同中期股息0.146元,全年派息0.286元,按年下滑17.1%,股息率約7.5%。由於中石化業務前景仍受經濟週期影響,派息能力亦受拖累,對股價有負面影響。
(筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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