《大行報告》摩通升中海油(00883.HK)目標價至17.23元 評級「增持」
摩根大通報告指中海油(00883.HK)今年來的表現基本持平,並較大市的表現差3%。該行繼續預期布蘭特期油在2019至2021年會在每桶60美元水平,現時看到中海油的股價在此水平附近定價。維持公司「增持」投資評級,目標價由原來的16.19元上調至17.23元。
該行預期,公司將會在2019至2025財年實現6%的年產量增長,大約是公司2019至2021財年的指引上限。相比起其他同業,對公司維持首季的股息收益率有信心,料2019至2021財年的收益率約6%。
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