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星展:上調中海油(0883.HK)評級至“買入” 目標價升至12港元
格隆匯 06-03 15:47

星展發表報告,上調中海油(0883.HK)股份評級,由“中性”升至“買入”,目標價由8港元升至12港元,以反映該行對油價的長期預期,即每桶45美元上調至55美元。

星展表示,雖然中海油股價已自其3月的低位6.5港元反彈約35%,反映市場對公共衞生事件得到進一步控制的樂觀,但星展相信隨着油價於年底升至每桶50美元以上,中海油股價可能再有額外40%的上升空間。另外,中海油有世界一流的執行及成本控制能力,而且今年至2025年的產量年均複合增長率達6%,因此為該行首選的油價復甦相關股份。

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