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評暴利稅起征點上調:石油巨頭受寵 油價改革難迎春天 @ 2012-01-07T01: Back Hot News
Keyword:暴利稅 中海油 石油 大行報告 上調
Concept:
花旗表示,在暴利稅制新調整下,預期中石油、中石化及中海油盈利將分別增加16%、9.9%及9.5%。減稅目前未反映在該行對三間公司的盈測中。中石油在減稅中得益較中海油大,主要是其上游勘探及生產毛利較窄。
國家財政部落實提高石油特別收益金(俗稱「暴利稅」)起征點,從2011年11月1日開始計算,對沖資源稅,外資券商紛上調盈測及目標價,油股全線高開。中石油(00857)高開6%報11元,惟已為全日最高位,回吐低見10.52元,收報10.62元,升2.3%。中海油(00883)高開5.3%報15.42元,亦為全日高位,收報15.08元,升3%,為全周升幅最大藍籌。大摩認為中海油最受惠於有關新政。中石化(00386)升1.85%報8.81元。三大油股居成交榜首三位。
內地上調暴利稅起征點至55美元,料有利石油石化股,中海油(00883-HK) 升3.14%,中石油(00857-HK) 升2.51%,中石化(00386-HK) 升1.85%;設備股中海油田服務(02883-HK) 升0.17%。
《摩通窩輪》財政部提高暴利稅起征點 中石油購26854/ 中海油購15654/ 中石化購15461
*花旗:減暴利稅中石油盈利增16% 中石化中海油升10%

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