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大和:上調中海油(0883.HK)目標價至15.1港元 料提升產油量目標
格隆匯 01-06 11:28

大和發表報告指,中海油(00883.HK)股價由去年12月1日開始上升了超過16%,主要是受到同期上升了14%的強油價支持。而中海油將於1月13日舉行今年的戰略指引會議,由於有足夠的項目管道,加上新項目的提升較預期為快,預期集團管理層將提升今明兩年的產油量目標分別3%。

該行提升對中海油今明兩年的產油量預測,今年預測由5.1億桶油當量(下同)升至5.2億桶,明年預測由5.4億桶升至5.5億桶。另外因中東局勢緊張及油組減產,大和上調對今明兩年的油價預測,其中今年預測由64美元升至65美元,明年預測則由65美元升至66美元。

該行亦上調對中海油股份目標價,由12.9港元升至15.1港元,評級維持“跑贏大市”,並上調集團今明兩年每股盈利預測10%,以反映產油量及油價預測上升。

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