中金发表报告指,中国神华(01088.HK) 去年业绩好过预期。至于今年,公司资本开支计划417.93亿元人民币。该行看好公司长期成长性,加上去年派息比例为76.5%,认为公司有望保持相对稳定股息,承诺今年至2027年的派息比率不低于65%。
该行引入对公司今明两年的每股盈利预测,分别为2.85元人民币及2.84元人民币,看好公司估值提升,将H股目标价上调43%至36元,维持评级“跑赢行业”。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 16:25。)
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