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大和:降中海油(0883.HK)目標價至12.5港元 料未來油價走弱
格隆匯 10-03 15:34

大和發表研究報告指,最近沙特阿拉伯國家石油公司的石油生產設施遇襲,但其石油產量恢復速度高於預期,暫時令石油供應回恢平衡,亦預期在全球經濟放緩中,油價亦會走弱,受上述因素影響,將中海油(0883.HK)目標價由14.7港元下調至12.5港元,而投資評級則由“買入”降至“持有”。

大和續指,認為有關地區全面開戰的機會不高,而國際能源署亦下調2019年2020的石油需求增長4-8%,並表示若全球經濟繼續轉差,會進一步下調相關預測,大和亦將2019年至2021年的油價預測由每桶67美元,下調至每桶65/64/65美元。

大和又下調中海油2019年至2021年盈利預測6%至9%,以反映對油價走弱的看法

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