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大和周内多次下调中海油目标价 燃油需求现风险
格隆汇 03-13 12:57

美国宣布对“欧洲神根区”封关30日,大和发表研究报告指,认为相关禁令使市场在接下来数月的燃油需求减弱,甚或随著疫情加剧,将使美国加大旅游禁令的范围,大和于本周内多次下调中海油目标价,今再将目标价由8.9港元下调至7.8港元,重申“持有”投资评级。

该行续指,现时未见油价战有缓和的迹象,预期OPEC和俄罗斯的争议将会持续下去,亦认为现时去预计OPEC+达成协议的时间为言之过早,但随著疫情及油价大跌的影响,俄罗斯油公司亦受到牵连,或促使俄罗斯放下分歧,与OPEC展开谈判。

该行指,根据现时最新情况发展,下调今年布兰特原油价格预测至每桶38美元,并下调明年布兰特原油价格预测至每桶48美元,亦预期其他国家或仿傚相关的旅游禁令措施。

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