《大行报告》摩通升中海油(00883.HK)目标价至17.23元 评级「增持」
摩根大通报告指中海油(00883.HK)今年来的表现基本持平,并较大市的表现差3%。该行继续预期布兰特期油在2019至2021年会在每桶60美元水平,现时看到中海油的股价在此水平附近定价。维持公司「增持」投资评级,目标价由原来的16.19元上调至17.23元。
该行预期,公司将会在2019至2025财年实现6%的年产量增长,大约是公司2019至2021财年的指引上限。相比起其他同业,对公司维持首季的股息收益率有信心,料2019至2021财年的收益率约6%。
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