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Investeen - 香港股市 » 法巴:十隻中資股或發盈警

AH股 trader on 27 Jun 2008 09:33 am

法巴:十隻中資股或發盈警

繼上週五中國鋁業(02600.HK)發盈利預警、迅即掀起資源股拋售潮後,投資銀行法巴更指出,待發盈警的股份仍陸續有來。該行昨日「點名」十隻中資股份中期盈利或會急瀉逾五成,其中昨日股價跌0.5元的國壽(02628.HK)更被列為「沽售首選」。

受到成本急升,加上期內天然災害的影響,中鋁表明上半年盈利將大跌最少50%,法國巴黎銀行昨日發表報告表示,市場對該公司今年盈利增長8%的預期將會落空,亦意味著多間經營環境類同的國企,同時面對著相同的負面因素。

該行預期,十間中港兩地上市的公司有機會陸續發盈警。回顧今年首季度,中石化(00386)、國壽,以及多間發電企業華能國際(00902)、大唐發電(00991)及華電國際(01071)已先後宣佈今年首三個月盈利倒退超過五成,隨著第二季度燃油成本持續高企,加上內地股市久跌不起,料第二季度業績更加不容樂觀,盈利倒退看來是在所難免,國壽更被列為「沽售首選」。

國壽被列為「沽售首選」
由於油價急升拖累煉油業務虧損加劇,法巴預期中石油(00857)上半年盈利跌幅,將較首季度下跌29%的幅度為高。然而,市場看法卻普遍樂觀,料中石油全年仍可上升11%,又預計中石化與上海石化(00338)可繼續維持增長。至於首季度表現差強人意的中海集運(02866)、東方電氣(01072),以及廣深鐵路(00525),市場依然預期三公司全年表現平穩正面。 (大公網)

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