梁延斌

業績有驚喜,留意中海油(00883.HK)

2017-03-24

    本周有不少大型企業公布了業績,當中有一只真的是有驚喜,就是中海油(00883.HK),中海油昨天公布全年純利6.37億元人民幣,雖然按年跌96.85%,但大幅好過市場預期的轉盈為虧,股息率為4%,是國內油股中最高,消息公布後中海油股價錄得不少的升幅。

    油類公司上年純利大降主因當然是油價在上年處於低位,但到今天油價已錄得不少的升幅,油股最大的問題應該已解決,而且中石油今年將有5個新項目投產,其中2個已經正式投產,加上年內會有超過20個新項目建設,這些新項目將對中海油未來的發展有十分正面的幫助。

    再者,業績公布後普編大行都把中海油的目標價上週,目標水不在10-13港元不等,建議投資者可在今天收市價9.25港元附近入場,目標先望10.88。




(筆者梁延斌為證監會持牌人士, 並沒持有上述股份權益)


風險聲明:-

本文提供之內容僅供參考 並不構成要約、招攬或邀請、宣傳、誘使、任何不論種類或形式之申述或立任何交易的任何建議或推薦。若干投資產品並非適合每位投資者, 投資者須因應本身之投資經驗、投資目標、財政資源及其他相關條件, 小心衡量本身是可適合參予有關買賣。投資產品的價格及其收益可升亦可跌, 在若干情況下投資者可能會損失全部資本。

(The above displayed are just writers’ own opinions and for readers’ reference only. Financial markets are volatile and please be careful of the risks.)NOTICE

Investment involves risk. It is as likely that losses will be incurred rather than profits made as a result of buying and selling investment and financial products. Before investment, you should be aware of all the risks involved and carefully consider your investment objectives, trading experience, and level of risk acceptance. If you have any question, please seek advice from an independent professional advisor.

  • WeChat
  • QQ