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《大行报告》美银证券上调中石化(00386.HK)目标价至4元 评级「中性」
阿思达克 06-22 10:20
美银证券发表报告,上调今年布兰特期油油价预测,由每桶37美元升至43.7美元,明年预测由每桶45美元升至50美元,以反映OPEC+的产量削减稳固,加上油企资本开支大幅缩减以致供应损失,及需求持续复苏。至於长期油价预测则保持每桶55美元不变。

该行上调中石化(00386.HK)股份目标价,由3.9元升至4元,重申「中性」评级,并调升集团今明两年税後纯利预测分别68%及24%,至155亿元人民币及377亿元人民币。

美银证券认为,原油价格上升、产品库存仍高,及因新型肺炎疫情而减少出口至中国以外地区,将导致国内炼油产品供过於求,料中石化近期的下游盈利能力将受到损害。

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