You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《 大行報告》大摩下調油價預測 降中石油(00857.HK)評級至「與大市同步」
阿思達克 02-28 10:10
摩根士丹利發表研究報告表示,受新型肺炎疫情影響,下調2020年的石油價格和天然氣消耗量預測。該行指出,中國石油需求可能會因疫情而受到15-20%的負面影響,同時打擊全球石油需求增長,需求減弱導致原油價格從1月初的約69美元跌至2月初的約53美元,且走勢持續偏弱,故將2020年布蘭特期油價格預測由60.8美元下調至55.4美元,並將2021年預測由58.1美元下調至55美元;長期油價預測維持60美元。大摩又估計,由於今年首季天然氣消耗量或呈負增長,之後才可能回復至第三、四季的個位數增長,因此將全年中國天然氣消耗量預測由330 bcm降至316 bcm,低於發改委訂定的約360 bcm消耗目標。綜合天然氣消耗量及油價下跌,大摩分別將中海油(00883.HK)、中石油(00857.HK)及中石化(00386.HK)今年每股盈利預測下調3%、40%及18%,同時都下調目標價。當中以中海油為行業首選,予「增持」評級;天然氣業務佔比較大的中石油為次,並將評級由「增持」降至「與大市同步」;中石化受下遊業務拖累,為三大油企中最不受歡迎,維持「與大市同步」評級。股份│投資評級│目標價(港元)中海油服(02883.HK)│增持│14.99元中海油(00883.HK)│增持│16.55→14.90元中石油(00857.HK)│增持→與大市同步│4.64→3.63元中石化(00386.HK)│與大市同步│5.08→4.35元
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account