大和:維持中海油(0883.HK)“優於大市”評級 目標價12.9港元
大和發表研究報告指,中海油(0883.HK)年初至今股價持平,跑輸恆指2%,主要因平均油價下跌10%。中海油股價表現與油價高度聯繫,由於沙特阿美的上市計劃仍進行中,預期油價將會於短期內保持彈性。料沙特阿拉伯將推動OPEC延長減產至明年3月,維持中海油“優於大市”投資評級,目標價12.9港元。
大和續指,預期今年油價為每桶65美元,明年每桶64美元,2021年每桶65美元,並指中海油管理層對今年達成4.9億桶油當量的目標感到非常樂觀。

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