3桶油上半年成績均報捷，派息有所增加，派息率亦頗為吸引。當然油股能否維持佳績，全賴油價表現，而油價又涉及極多甚難預計的因素。
中國海洋石油(883)公布截至今年6月底止未經審計中期業績，營業額1,102.33億元人民幣(下同)，按年升47.8%。純利333.29億元，按年升221%；每股盈利0.75元。派中期息30港仙，上年同期派20港仙。現價7.74港元 巿盈率11.59倍 股息率5.81% 市值3455億港元。
中國石油股份H股(857) 公布截至今年6月底止中期業績，營業額11,965.81億元人民幣(下同)，按年升28.8%。虧轉盈賺530.37億元，上年同期蝕299.83億元；每股盈利0.29元。派中期息13.04分，上年同期派8.742分。現價3.17港元 巿盈率26.5倍 股息率6.57% 市值668億港元*。
中國石油化工H股(386) 公布截至今年6月底止中期業績，營業額12,616.03億元人民幣(下同)，按年升22.1%。虧轉盈賺399.54億元，上年同期蝕218.44億元；每股盈利0.33元。派中期息0.16元，上年同期派0.07元。現價3.53港元 巿盈率10.8倍 股息率6.75% 市值900億港元*。
*只計H股市值。 **需繳付10%股息稅。
Very attractive!^^
回覆刪除... especially 386.HK.
回覆刪除Oil and gas are still basic resources and China Government is likely to support their developments.^^
回覆刪除Btw, I can't understand why 811.HK is so strong over past 1 week, though its interim results is OK(to me) ... it earned @RMB00.49/share ... yet it still refused to pay interim dividend even though it is "cash rich"!
回覆刪除Maybe it still has the chance of being privatized by the major shareholder, ... soon!
Thanks again but 811 is not my cup of tea
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