富瑞:予中海油(0883.HK)目标价16.5港元 重申“买入”评级
富瑞发表研究报告指,中海油(0883.HK)上半年每股盈利较该行预期为低,因开采成本及利得税均较预期为高,但料中海油能根据原先的时间表来使用其资本开支,其全年资本开支目标为700亿至800亿元人民币,该行重申公司“买入”投资评级,目标价16.5港元。
该行指,中海油持有的绿地项目,包括美国墨西哥湾、尼日利亚及巴西等,将有助中海油重回增长,该行认为今年是中海油美好的一年,管理层估计于2025年浮动的日产量达2mm桶油当量,复合年增长率为6%。
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