花旗:料中海油(0883.HK)上半年總成本降至歷史低位 利短期股價
花旗發表研究報告指,投資者愈來愈關注中海油(0883.HK)能否繼續降低總成本至歷史新低,該行估計上半年總成本下跌至每桶28.7美元,推動股價短期內表現突出,未來一個月正面。由於下半年成本及生產增長存在不確定性,該行維持其中性投資評級。
花旗表示,中海油4月份調整生產計劃,削減了海外(頁巖╱油砂)的產量,但保持中國近海的產量水平,預計來自中國近海的生產貢獻將從一季度的64%增加至二季度的69%,有助於降低總成本。
花旗預計,中海油上半年淨利潤和每股盈利分別為97億元及0.22元人民幣,按年下跌68%。

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