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《大行報告》里昂下調中海油(00883.HK)目標價至10.5元 評級「買入」
阿思達克 05-04 10:31
里昂發表報告指,中海油(00883.HK)今年首季的原油及天然氣產量有不錯增長,按年上升9.5%,主要是受惠於新項目的開展及收購了中聯煤層氣。另外,集團削減了今年的產量目標,由原來的5.2億至5.3億桶油當量,降至5.05億至5.15億桶,而資本開支預算亦由850億至950億元人民幣,降至750億至850億元人民幣。

該行表示,油價暴跌令中海油股價下挫,但集團仍為該行在區內喜好的行業上游股份之一,因其有不俗的自然增長、有紀律的資本發展及嚴格的成本控制。

里昂下調中海油目標價,由11元降至10.5元,評級維持「買入」,並下調集團今年至2022年的盈利預測分別26%、12%及10%,以反映今年首季業績表現。

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