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大摩:維持中海油(0883.HK)“增持”評級 目標價16.28港元
格隆匯 09-25 10:31
摩根士丹利發表研究報告,指中海油(0883.HK) 採取了一系列積極減省成本的措施,包括優化項目設計、項目之間共享基建等等,公司自2013年起成功減省成本,截至2018年,主要成本降至每桶24.65美元,按年跌3%。
該行認為嚴格的成本控制可能會成為新的規範,有助於產生正面股東回報。此外,該行指南海西部地區的目標是到2020至2025年實現6000萬至8000萬桶總產量,當中有14個重要的新項目,該行認為公司有望期間實現高質素產量增長,維持中海油 “增持” 評級,目標價16.28港元。
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