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《大行報告》美銀證券上調中石化(00386.HK)目標價至4元 評級「中性」
阿思達克 06-22 10:20
美銀證券發表報告,上調今年布蘭特期油油價預測,由每桶37美元升至43.7美元,明年預測由每桶45美元升至50美元,以反映OPEC+的產量削減穩固,加上油企資本開支大幅縮減以致供應損失,及需求持續復甦。至於長期油價預測則保持每桶55美元不變。

該行上調中石化(00386.HK)股份目標價,由3.9元升至4元,重申「中性」評級,並調升集團今明兩年稅後純利預測分別68%及24%,至155億元人民幣及377億元人民幣。

美銀證券認為,原油價格上升、產品庫存仍高,及因新型肺炎疫情而減少出口至中國以外地區,將導致國內煉油產品供過於求,料中石化近期的下游盈利能力將受到損害。

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