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《大行報告》大和升中海油(00883.HK)評級至「買入」 目標價上調至14.7元
阿思達克 09-17 11:18

大和發表的報告指,中海油(00883.HK)股價昨日(16日)升約7%,而布蘭特期油價格則升約一成,沙特石油生產設備受襲影響到當地一半的石油生產,同時相當於全球石油生產的5%,該行將今年油價預測由每桶65美元升至67美元,明年預測則由每桶66美元升至67美元,將中海油評級由「跑贏大市」升至「買入」,目標價由13.4元升至14.7元。

該行指出沙特產油設施受襲對環球油產有重大影響,雖然更換管道基建僅需要數日至兩星期,但加工設備損毀或需要半年時間維修,大和認為現時仍無法得知會否有下次襲擊,相信當中的不確定性將短期支持油價表現,故決定上調對今明兩年油價的預測。

大和認為中海油今年可達到其生產目標的上段,因為上半年其油氣產量按年增長2.1%,增長高於去年同期,該行亦估計明年其產量增長可達到中單位數,而生產成本低是中海油其中一大優勢。

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