高盛:升中国神华(01088.HK)目标价至32港元 上半年业绩逊预期

智通财经
Sep 02
【高盛:升中国神华(01088.HK)目标价至32港元 上半年业绩逊预期】智通财经APP获悉,高盛发布研报称,中国神华(01088.HK)上半年净利润267.1亿元人民币,同比跌15%。若剔除一次性项目,经常性净利润为266.8亿元人民币,同比跌15%,逊于该行预期,主因煤炭业务利润下跌,但大致符合市场预期。公司宣派中期股0.98元人民币,派息比率达73%,而去年全年为72%。该行将神华2025年盈利预测下调10%,预期稳健的现金流生成,资产负债表持续增强,将支撑神华70%的股息支付率,意味着A/H股收益率为4.9%-5.6%。维持“中性”评级,H股目标价由29港元升至32港元,A股(601088.SH)目标价由31元人民币升至34元人民币。

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