瑞信:予中海油(0883.HK)“優於大市”評級 營運業務亦按年有所改善
瑞信發表研究報告預期,中海油(00883.HK)明年業務會持續增長,料管理層將會把現有的產量目標提升,因今年的產量較預期好,亦指隨著中海油繼續專注於國內勘探,料明年的資本開支為850億至950億元人民幣,維持目標價16港元,予“優於大市”投資評級。
瑞信續指,雖然中海油的股價隨著能源板塊,政策不明朗及下游發展放緩而回落,但認為對中海油的基本因素沒有實際影響,中海油營運業務亦按年有所改善,成本控制得宜,亦稱中海油在經濟增長放緩的環境具防守性,因與中國經濟的相連性不大。

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