《大行報告》花旗升中海油(00883.HK)評級至「買入」 目標價上調至10.6元
花旗發表研究報告,指由於成本控制措施及生產優化,相信中海油(00883.HK)的成本領先地位將會繼續擴大,因此上調集團股份評級,由「中性」升至「買入」,目標價亦由10元升至10.6元。
該行表示,中海油透過削減頁岩油及海外油砂等高成本項目優化生產組合,由於中國項目的產量比例料由去年的64%,提升至今年的約67%,估計集團的整體所有成本可由去年的每桶29.8美元,進一步降至今年的每桶26.2美元。
另外,受中國離岸項目及圭亞那「Lisa」一期項目提升所推動,花旗預料中海油的產量增長會由今年的約1%,恢復至明年的約6%。
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