《大行報告》匯豐研究料中海油(00883.HK)上季油氣銷售收入按季升25% 維持「買入」評級
匯豐研究發表報告指,中海油(00883.HK)將於明日(22日)收市後公布今年第三季經營數據,由於油價在第二季見底回升,估計集團第三季業務勢頭按季將有顯著改善,不過由於去年第三季及首九個月油價升至平均每桶61及63美元,今年的比較數字料會大幅走低。
該行預期,集團今年第三季油氣收入約330億至340億元人民幣,按季上升25%;實現油價每桶38至40美元,按季提升35%,實現氣價每百萬立方英尺6.1至6.3美元,按季持平。
第三季油氣產量則料為1.25億至1.3億桶油當量,按季持平,首九個月計產量估計為3.8億至3.85億桶油當量,佔全年目標5.05億至5.15億桶的75%。至於第三季資本開支料最少200億至250億元人民幣,首九個月估計為550億至600億元人民幣,對比全年開支預算為750億至850億元人民幣。
匯豐研究維持中海油股份「買入」評級,目標價10.3元。
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