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美银证券:升中海油(0883.HK)目标价至16.7港元 反映油价及油气产能较高
格隆汇 01-13 10:33

美银证券发表报告,上调中海油(00883.HK)目标价,由15.1港元上调至16.7港元,重申“买入”评级,属石油板块首选。该行亦上调对中海油2019年至2021年盈利预测介乎6%至11%,以反映布兰特期油去年每桶油价64.2美元,高於预期的63美元,与及对今年布兰特期油油价预测上调至每桶62.2美元,同时预期公司油气产量较预期强劲。

美银亦基於去年首三季产出按年升4.5%至3.678亿桶油当量,与及新项目投产,上调对中海油2019年至2021年各年产量预测2%至4%,至分别4.95亿桶、5.3亿桶及5.6亿桶油当量。

该行指,产量超预期是因为去年南中国海较少台风吹袭;圭亚那离岸油田提早投产;与及逾30个新项目可贡献中长期产量增长等因素。中海油亦拟上调每日产量,由每日130万桶油当量升至2025年的每日200万桶油当量,意味产量复合年增长率为6%。

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