高盛發表報告看淡內地A股看好H股

November 10, 2007 at 2:14 am | Posted in china, economy | Leave a comment

【明報專訊】高盛發表報告看淡內地A股,但看好H股,高盛指A股溢價不合理,預測滬深300指數08年底將回調至4700點,即較昨天收市的5040點下跌6.7%,H股指數則受惠人民幣升值步伐加快、業績增長帶動,會跑贏內地股市,08年底將升至19600點,即較昨天收市點數17704點,上升10.7%。中石化H股股價昨一度高見11.26元,升8%,其後升幅收窄至5%,收報10.94元。高盛重申,看好亞洲區能源股,國際油價高企及強勁需求,以及油荒壓力逼使中國政府加快價格改革,都有利中石化盈利能力及煉油毛利提升。高盛將中石化今、明兩年每股盈利預測調升24.5%及30.2%,分別為每股0.75元人民幣及0.9元人民幣,投資評級由「中性」調升至「買入」。此外高盛維持中石油(0857)「中性」投資評級,但調升其H股12個月目標價,由12.3元調升至17元,同樣給予「中性」投資評級的中海油(新聞網站圖片)(0883),12個月H股目標價亦由12.1元調整至15元。

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