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《大行报告》大和升中海油(00883.HK)评级至「买入」 目标价上调至14.7元
阿思达克 09-17 11:18

大和发表的报告指,中海油(00883.HK)股价昨日(16日)升约7%,而布兰特期油价格则升约一成,沙特石油生产设备受袭影响到当地一半的石油生产,同时相当於全球石油生产的5%,该行将今年油价预测由每桶65美元升至67美元,明年预测则由每桶66美元升至67美元,将中海油评级由「跑赢大市」升至「买入」,目标价由13.4元升至14.7元。

该行指出沙特产油设施受袭对环球油产有重大影响,虽然更换管道基建仅需要数日至两星期,但加工设备损毁或需要半年时间维修,大和认为现时仍无法得知会否有下次袭击,相信当中的不确定性将短期支持油价表现,故决定上调对今明两年油价的预测。

大和认为中海油今年可达到其生产目标的上段,因为上半年其油气产量按年增长2.1%,增长高於去年同期,该行亦估计明年其产量增长可达到中单位数,而生产成本低是中海油其中一大优势。

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