摩通:上調中海油(0883.HK)目標價至9.5港元 維持增持評級
摩根大通發表報吿表示,繼1月8日美國財政部外國資產控制辦公室(OFAC)列入黑名單後,指數公司MSCI,FTSE及標準普爾相繼宣佈於今年1月26日和2月1日或將中海油(0883.HK)從旗下指數刪除,該行估計MSCI、FTSE及標準普爾將中海油剔出可能會導致被動流出共22億股,約佔中海油總股份及自由流通量各5%及13%。
摩通指,上調對中海油目標價由9港元升至9.5港元,維持增持評級,為反映對布蘭特期油較高預測,決定調高對其今明兩年每股盈利預測均18%。該行指中海油現估值僅預測今年市盈率8倍,較內地同業約9倍至13倍為低。

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